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Oct 09 2024

Can They Do Homework On the Clock?

A medical director is having trouble navigating the balance between supporting paraprofessional staff in tech school and ensuring they have the necessary technical skills for their role. In this episode of the Uncharted Veterinary Podcast, Stephanie and Dr. Andy Roark discuss a specific scenario where a veterinary assistant, allowed to study on the clock, is struggling with skill development. The conversation turns into a thoughtful debate about trust, team expectations, and the challenges of leading a veterinary team with fairness and empathy. They explore how communication and adjusting expectations can prevent feeling like the “bad guy” while supporting staff in skill growth. Let's get into this episode!

Uncharted Veterinary Podcast · 308 – Can They Do Homework On The Clock?

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 roleplay 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: Hey everybody, I'm Stephanie Goss and this is another episode of the Uncharted Podcast. And this week on the podcast, we are tackling a letter in the mailbag from a veterinarian who has moved into a lead chief of staff role in their practice. And they're really struggling because this practice has some particular quirks that they've inherited, including veterinary assistants who are quite in school being allowed to do homework on the clock.

This vet is struggling with not only wondering if they did the right thing with how they approached it. They're also struggling with the aftermath that seems to be happening within the team. This was a interesting one. We got a little spicy. Let's get into it.

Dr. Andy Roark: And we are back, it's me, Dr. Andy Roark, and the one and only Stephanie, it's the end of the world as we know it, Goss. Oh man, how are you doing, today?

Stephanie Goss: I I thought that would might be what you were going to use, but I was waiting for you to sing it to me. And I was singing  it in my head. 

Dr. Andy Roark: It’s the end of the world. They kind of chant the song, which is good. 

Stephanie Goss: Yep. It's good for, it's good for your singing. 

Dr. Andy Roark: I love that old Tommy boy clip where they're singing it in the car and they get about six lines into it and then it just kind of runs away from them. That's my favorite. One of my favorite little, little, little clips.

Oh, man. 

Stephanie Goss: I am good. How are you? 

Dr. Andy Roark: I'm good. I'm good. Things are, uh, moving fast these days, you know, the fall has really kicked into high gear, 

Stephanie Goss: This year has just like. I feel like that's a sign that you're getting old AF is that every year you say, Oh, this year has just flown by. But I really feel that way about

Dr. Andy Roark: I mean, the fourth quarter of the year is right up on us. And again, now it's like Q4. I remember we were getting started. I was writing resolutions for the year and like doing predictions and, oh my gosh. Yep, another year in the books where I wildly, inaccurately predicted how the year would go.

Stephanie Goss: And all of the things that you didn't have on your bingo card at the start of the year. 

Dr. Andy Roark: Oh my gosh. This year has been completely bonkers in the world in general like in the world in general assassination attempts late candidate swaps for the election just absolute chaos.

Stephanie Goss: I had one, I had one this morning, like, it's so funny because so you and I both have over this last couple of years, but for me really in particular this year, I have really backed off of my consumption of social media and, 

Dr. Andy Roark: Good for you.

Stephanie Goss: and on, on occasion, I'm just like, let me see. And I, it's funny because I am very intentional about my choices and I'm.

And I'm old. So I'm not generally on the TikTok but I watch my things on the Instagram reel, like the boomer that I am. And, uh, I was watching some reels this morning and I could tell you, I did not have it on my bingo card. Just like I did not have that Snoop Dogg would be like the star of the Olympics on my bingo card.

I did not have on my bingo card this year that RuPaul would be teaching the young Gen Z's how to change the attire on their car and be a at home mechanic. I saw that, I swear to God, I saw it on the Instagram Reel today and I was like, I didn't have that on my bingo card, but that's freaking amazing.

Where did you learn how to change attire? Oh, a drag queen taught me. Like I just made me, made my, it was fantastic. If you haven't seen it, you should go and watch it cause it was amazing. 

Dr. Andy Roark: Was it demure? You know? Like, like I didn't That was also Didn't see that coming. There's other things like that that have come up on, online. Do you know who Theo Vaughn is? 

Stephanie Goss: No. 

Dr. Andy Roark: Theo Vaughn is this, Comedian, right? And he's from Louisiana and he rocks like a hardcore mullet.

You know what I mean? Like, 

Stephanie Goss: a mullet? Okay. Yep. This tracks. 

Dr. Andy Roark: Picture, jean shorts and a mullet You know what I mean? And like a little goatee. And, and he leans into that, like that's his shtick, right? And, he's, he's a comedian. I don't know where he falls on the political spectrum, but he's edgy in some ways, but I, I do a lot of comedy and stuff, so, so I, I tend to see a lot of comedians and stuff.

Uh, he's, he's interesting in, in that way. I saw him on the Instagram Reels. He has a podcast, right? So comedian, mullet, jean short podcast. In the last month, he interviewed Bernie Sanders and Donald Trump. He's interviewing Donald. He's got jean shorts a sport coat and a mullet and he's interviewing the Donald presumably like Mar a Lago, and again, I don't want him this to be political or anything 

Stephanie Goss: We're sure. 

Dr. Andy Roark: The idea that this comedian again, no shade against him as a comedian. He's just he's like the um, 

Stephanie Goss: That’s so random. 

Dr. Andy Roark: He's like a modern Jeff Foxworthy like Uh huh. That's uh huh. Yep. Jeff Foxworthy interviewing the Republican presidential nominee, you know, like nominee.

He's not even the primaries and I'm just like And Bernie this and Bernie Sanders on the other side the week earlier He got Bernie and was like the idea that this is 

Stephanie Goss: Not on my bingo card. 

Dr. Andy Roark: .. what media is today. It's just had never would have happened when I was a kid, Bill Clinton was not talking to, you know, there's, there's, I say as podcasters.

Yeah. And it was just, again no, I don't, I don't know what that means and there's no shade or anything. But I, as I watched it, I was just like, 

Stephanie Goss: It means we're old. 

Dr. Andy Roark:  Goodness, gracious, the world is a different place than it was when I was young. 

Stephanie Goss: This whole intro makes us sound like the boomers we are is, 

Dr. Andy Roark: It totally does. I really wrestle with that. It's so funny you say that.

I was like, I feel like I'm becoming the old person who doesn't exactly recognize the world anymore. And like, I'm not that old, but I'm like, but, in my defense, I don't think the world used to move this fast. I think the difference between the world in 1960 to 1990 would be. And the difference between 1995 and 2025, I think those are radically different things.

I mean, that's, the pace has clearly picked up. But, goodness gracious, there's just so much change. But, alright, anyway, I, sorry, 

Stephanie Goss: Yes, yes, so the, take the takeaways, 

Dr. Andy Roark: If you're feeling like the world's changing, you're not alone. You're not alone.

Stephanie Goss: Go watch. Go watch RuPaul. Learn how to change a tire. Tire. Change a tire. Okay, so we have got we've got a great mailbag letter today though that I want us to dive into. 'cause it is a little bit of, is it the end of the world? So we've got a letter from a lead lead. Vet at a practice and, um, 

Dr. Andy Roark: a medical director?

Stephanie Goss: medical director, Chief of staff what have you. But they're, they're a doctor, right? And so they but they're in a corporate group and they have not worked at this practice location, but they have worked at several other local practices. They joined the practice and they learned that the paraprofessional team, in particular, they have some vet assistants that are going to tech school. And at this location, apparently previously the assistants had been allowed to work on schoolwork during their downtime. So they were allowed to the, they were in tech school, the school is being paid for in part or in whole by work as a benefit, which is something that happens sometimes, and they are also getting paid on the clock to work on their schoolwork.

And so, there is in particular, this vet is struggling because they have an assistant who is struggling with their technical skills. And they're getting close to being done with their program, and they still don't have all of the technical skills that this doctor would expect that a soon to be licensed technician would have.

And they're seeming to prioritize doing schoolwork over practicing and working on technical skills. And so, the doctor had a conversation with the hospital manager because they said, look, there's, I've been here now for a while. I've been watching all of the assistance. There are some gaps in their skill set that I would like to rectify so that we can improve our patient care, that we can work more efficiently, more effectively, all of those kinds of things.

So they had a conversation with the assistants and this one in particular had, it sounds like a meltdown and because they said that they felt threatened and singled out and said all kinds of, uh, things in the heat of the moment. And this chief of staff or medical director is like, what do I do with this?

It doesn't seem like, and none of the other hospital locations I've worked at ever allowed their staff to get paid to do school on the clock. These team members need to work on their technical skills. How do I enforce this, get them to work on this, but also how do I get them to look at themselves critically and recognize where they are lacking in skills? How do I get them to reprioritize their time? And most importantly, they asked, how do I earn the trust and respect of these team members who now are, for all intents and purposes, looking at me like I'm the root of all evil because I've told them you can't do schoolwork on the clock anymore.

And I thought this was a great one. I have some thoughts, certainly from the manager perspective, but I thought we could have some fun diving into this one.

Dr. Andy Roark: Yeah. Yeah. I have, I have, I have thoughts on that.

Stephanie Goss: I figured you might have some thoughts. Uh 

Dr. Andy Roark: You know, when you look at something from the outside and you see someone making mistakes that you made yourself like 20 years ago and you're like? and again, you like, you love the person cause you're like, I know exactly what you think. I know exactly why you think that, and I know exactly how this is going to go, because I did exactly what you're doing, and it did not go well, it blew up in my face.

Stephanie Goss: You're like, I I see that. I see that gopher trap because I stepped in it. 

Dr. Andy Roark: yeah, in a way it makes this, makes me really happy, because it validates mistakes that I made early in my career, and I'm like, oh good, here's someone else who had the same thoughts that I had, and the same explosion in the face is happening again.

alright, um, I think we're gonna go ahead and need to, we're gonna need the theme song right up front, because we're going to Camp Tough Love, 

Stephanie Goss: Camp Tough Love

Dr. Andy Roark:   Camp Tough Love. here. Here we go. All aboard. 

Dustin Bays: All  aboard! Get ready for a SAFE talk. You might need a stress walk. That's what we do at Camp Tough Love!

Dr. Andy Roark: All right. So Camp Tough Love. Um, I get yeah, so I get it. I get where we are and I say this to this writer with love and we're gonna fix this.

It's all good. We're gonna fix it. First thing we gotta do here is Flaming Raging Sword of Justice check and I get it. I get it You're there and 

Stephanie Goss: Maybe it's a little late for that.

Dr. Andy Roark: It's, it is late. It is late, but I just want look slowly down and off to your dominant hand and if there's a flaming raging sword in it you have pulled the flaming raging sword of justice and put it to use and I feel like where is a cleanup job from the flaming raging sort of justice is what I feel like this is and so okay not insurmountable all good, but I totally understand.

You're there. You're busting your butt. This person is not where they need to be as far as skills. It's probably frustrating to work with someone who doesn't have the skills they need and then you look around and are they practicing their skills? No, they're working on homework for a class that they're taking while they're on the clock.

I get it. And I think we can all, if you think about that for a moment, we can all imagine snatching the sword of justice and taking some heads, making, making the justice happen. We can all get it. However, the Flaming Raging Sword of Justice cuts both ways, and we've got some self-inflicted wounds now to deal with.

And so that's it. So I just gotta say that up front. Okay, from a headspace standpoint, number one, Flaming Raging Sword of Justice check. Number two, the way that we talk about decisions we make with our staff, it really matters. Okay. 

Stephanie Goss: Mm example I want to put forward is the difference in fees and discounts.

Dr. Andy Roark: If I run my vet clinic and I said to you, Hey, I'm going to charge you a fee to use your credit card. Or I'm going to charge you a fee to come on on the same day of the service. I'd probably make you mad. 

Stephanie Goss: Mm 

Dr. Andy Roark: I instead. said to you, I'm going to give you a discount for paying in cash, or I'm going to give you a discount booking further than one day in advance. You'd probably be okay with it. 

And it's amazing how that matters to people because ultimately charging fees versus giving discounts is often the exact same thing. It's the exact same thing.

Stephanie Goss: Mm hmm. Because how many people are still going to whip out their wallet and pay with credit card? 

Dr. Andy Roark: Plenty of them. Exactly right, but they're going to be really mad about it if they have to pay a fee, if you're upcharging a fee. If you get a discount for paying in cash, you're like, great, well I wish I had cash, I'd get a discount, but I don't have, I don't have, I can't get the cash discount. It's the exact same thing.

And, when we have when we have staff members that are taking advantage of a policy, It's important that we try to not make them feel like we're taking something away from them. Now, our writer says, none of the other hospitals in our group would ever let this happen. This is not supposed to be part of the job.

They're not supposed to be getting this. And I say, I understand, however, the mind of your team, they're not getting. They're not getting a perk. 

Stephanie Goss: Right, 

Dr. Andy Roark: is just what it means to work here. 

Stephanie Goss: right. It is what it is. 

Dr. Andy Roark: Yeah, exactly right. They're not, they have not been enjoying a benefit. They have been just working and now they're taking a penalty.

Stephanie Goss: Mm hmm. 

Dr. Andy Roark: And I think that that's really important to 

Stephanie Goss: Because you joined the team. 

Dr. Andy Roark: You join the team and now their compensation, if you think of it like that, part of their compensation is being able to work on their homework and get paid. That's a nice little perk. If you can get it, you should take it because it's a sweet perk.

You're taking that perk away from them. So you came in and they lost a perk that they were actively using. Just like the fees and the discounts, we can navigate this, but we need to get smart about how we communicate what's going to happen when it's going to happen, how it's going to happen, the iterations to get from where we are to there. But just remember that that's a big part of it 

Stephanie Goss: And I love that you put, I love that you put it in that headspace because the parallel that I'm sure some of my fellow manager colleagues listening immediately made because it's the parallel that my mind jumped to the second that you said it that way. And I hadn't thought about it this way previously.

I immediately jumped to the age old debate in veterinary medicine where the manager or the practice owner is like, Oh, I suddenly became aware that the IRS has rules about what we're allowed to discount and how we're allowed to do it. And so we're going to follow the IRS rules and the team loses their mind because they don't view it as you're trying to follow the rules.

They view it as you're taking away a benefit that they have had. And it's it's that same exact, it's, that same exact scenario. 

Dr. Andy Roark: It's exactly that. So I think that's, that's because that's the first part, right? The fees versus discounts, the way we talk about what we're giving and taking, it, it really matters. The idea about what the job is important. Okay. This is coming from a guy that has all remote employees.

An unlimited vacation in his company. And so you better believe that I have questions sometimes about how people are spending their time. I just do. There's no way you could run my business and not have some questions about what people are doing. And I still choose to do that. We don't have tracking software.

We, I, again, I don't. It's unlimited vacation. I shifted my mindset a long time ago to what are the outcomes that I expect from people. And I think that the mindset of This person is clocked in for this many minutes and they should be doing this and that. I think that's becoming increasingly sort of antiquated in some ways.

I don't want people to lose their mind thinking about that. But I do think it's hard in the modern workplace. And I think fewer and fewer people really look at it as I'm on the clock and this, these minutes are worth this. I think more and more our society is shifting to the idea of what is the work output or outcome that this person is being paid for and it was it was just interesting. 

I really think that when the pandemic hit and a lot of people went to working from home, that became very clear because what people found is that they could get their whole entire job done in less time when they were working at home.

And then the debate became well, I'm paying you for 40 hours. You should be working for 40 hours. And other people said, I'm doing my job. And I'm getting done in 32 hours, that should be fine. And it's really, and there's not right or wrong, it's really what have you agreed to, is the answer. What are the expectations of what have you agreed to?

I can imagine some people's blood boiling right now, but bear with me. There's nothing wrong with saying, this is the work I expect you to get done, and this is what I'm paying you for. Which is how we run Uncharted. Like I, we have work outcomes. That are expected and paid for. I don't I'm not tracking people's hours.

Other side is to say this is exactly how we're doing it. And your hours matter. That's what you're paid for. There's not a right or wrong. It's just everybody needs to be in agreement about what it is. And there should be clear expectations about this is how it looks when I was. When I was an associate vet, I was not a brand new baby associate vet, I had been a vet for a long time.

And I worked, I was working this practice years back, it's not the practice I'm currently at. But in this practice there were a couple of kennel kids, and I call them kennel kids because they were kennel kids. They were 16 to 18 years old, like they were high school kids, coming in and working. And they would come in and they would work, and they would wear their headphones and listen to music, and they would practice dance routines. I'm not kidding. They would practice dance routines together, and they would film them for social media. 

And they did it on the clock. That was just, you would go back in the back, and they would be hanging out filming each other, doing dances.

And it happened a lot. It came to a point where, it kind of bugged me, not really, I didn't, I was not relying on them to get my job or my work done, they were not really involved in patient care, but it does it catches your eye when you're busting your butt and you go into the break room, and they're there, cooking a meal in the toaster oven, and What are you guys, what are we doing here?

And so I, I actually said something to one of the owners. I was like, hey, you're being too soft on the kennel kids. You're being, I mean, you're being too soft on them, man. They're, they're hiding in the back. They're, they're goofing off on social media and stuff like that.

And he really blew me off. And he said he said, they're, he said, don't worry about them, Andy. They're fine. They work hard. And I, so I let it go. I said my piece. I said it to him. If it was my business, I'd appreciate if somebody said something to me of man, might want to look at this.

But not my business, not my circus, not my monkeys. And so he said that and, and, and I said, okay, fine. And I, I let it go, but I've thought back to it a number of times. And of course, it makes me go, am I the bad guy? In the 1980s comedy movie, he's like, oh, those kids should be working harder.

I don't know that I was, but I think, and I've sort of had some inferences here. I think that what he was saying was, we probably, he probably paid those people minimum wage. And I think that he saw that flexibility and that time with their friends as part of their compensation. For more information, visit www.

FEMA. gov And so I think he was probably fine for them to film videos and bounce around and then when the staff called for them on the overhead, they showed up and they did it and that was how it worked and I sat with that for a while and I think what I saw was I think the conflict in this letter, which is this idea of it.

These people are clocked in and they're getting paid. They should be working. Versus we know what the expectations are and they know what the expectations are and they're going to hang out on the clock and wait to be called and that's fine. And I know that as the employer and I'm writing their paychecks and I'm fine with that arrangement.

Stephanie Goss: Yes. 

Dr. Andy Roark: Then I think that that's got to be okay. You know what I mean? Then that's fine. It really comes down to what's the expectation. But that's when I was like, Oh, that's an entirely different way of looking at employees than how I have. And I think it's also fine to say, that's not how our vet assistants were treated.

And that's not how the front desk was treated. And that's not how anybody else was treated. But also, I suspect all those people were getting paid a different level than the young kennel attendants. 

Stephanie Goss: And I think, so I think there's a couple of things in what you said to, to unpack. One is, I think the key point there is that understanding on all sides what the expectation is, right? So, you as an associate in the practice, you're working hard, you're busting your butt. It's not your business.

So you don't know what he has worked out with them. And so you say something, but he could have clearly worked out with them. Look, I don't, as long as the pets all have water, they're walked regularly, they're cleaned regularly, they, like whatever those things are, and we, you know?

we call on the overhead and you, and you're paged and you come.

Then the rest of your time is yours to do with it what you want, right? Like, that could have been a conversation that happened with them. If he has that clarity and they have that clarity, that's great. Where it becomes a problem is when there isn't the transparency across the board. And I think that happens in practices more often than not, right?

Where, to your point, it's kind of like the pay piece. There may be some benefits that one group gets, but if there's not transparency across the board, of course it's going to create drama when another group finds out what they're getting if they don't understand the why, right? And so I think that's, I think that's part of the solution and the process here is to figure out how do you actually communicate the expectations. Both, to both sides, immediately involved, but to the rest of the team as a whole. 

Dr. Andy Roark: Totally. Yep. I agree with that. So it's, it is a part of it about, is about expectations. The other part here for me in Headspace is Phil Richmond, Dr. Phil Richmond says this really well. When he says when he has an emotional reaction when something makes him mad, the healthiest thing he can do is stop and say to himself, why am I reacting this way? I think that's a question I would put to our readers to say, I get it. I think I understand why, but why are we reacting this way? Is it about the lack of skills? Is it about this, the sort of a justice mindset of, if you're on the clock, you should be working for the company? Is it the fact that people at other clinics don't have this perk, and these people do have this perk, and there's an unfairness thing?

Dr. Andy Roark: Again, I 

Stephanie Goss: Do you feel taken advantage of? Like, what is the underlying emotion? 

Dr. Andy Roark: Exactly, but I think that that's really important from a Headspace standpoint to figure out what do you really need here and what's, what's driving this on your side. Because ultimately we need to put that flaming raging sword of justice down and it's hard to do that if we don't understand why we feel the need to pull it in the first place.

And so there's, there's that. I, so that's kind of that. I, I, those are, so those are sort of my, my, my big, Headspace here is bleeding into the action steps. But I think that's good for me, for Headspace.

Stephanie Goss: I agree with that. I think the bus trip to Camp Tough Love is definitely warranted. Like we've got to look at where you're at. And I love how you how you pointed out how Phil approaches that. Cause I think it's really healthy, right? Like asking ourselves the question, why do I feel like this?

And that's a question that only the writer can answer, but I think it's really important to sit with that because I think that's going to help. you figure out where you go from here and whether it's a productive path to walk down or not. 

Dr. Andy Roark: Yeah. And let me wrap up Headspace here by restating what I said, hopefully at the very beginning. I'm not saying that our medical director is wrong. I'm not saying like this could, is this totally valid? I mean, I think it's a totally valid thing to say is, no one else in the organization is getting paid to study on the clock.

And this person who's studying has got real holes in his or her clinical skills that are hurting our team. That's not a bad thought to have. That's not wrong. I think it's, I think most of it goes, yeah, it's totally, it's totally legit. Everything that we have laid out has been Trying to get the perspective of the other side in view and to start to get real strategic about what we're going to accomplish so I'm good with that for headspace.

Let's take a break and we'll come back and we'll get into action steps 

Stephanie Goss: Sounds great. 

Dr. Andy Roark: All right, so action steps here. It's easy–what are the sayings I've come back to recently a lot is the old environmentalist saying of think globally act locally right?

Stephanie Goss: Okay. 

Dr. Andy Roark: So I think that it's okay to think in a global sense about what is fair and what does it mean to be on the clock and have those thoughts but ultimately the action that we take is not at a global level like I'm not making employees across the country change I am working with Sarah who is trying to pass her courses, her high school courses, college courses, that I am working with Sarah who is trying to study for her exams, and I need to see her as a person, understand what is important to me, understand what's important to the clinic, and then go and engage with her in a way that does not involve the flaming raging sort of justice.

Okay? And so the first thing that I want to do here Is relax the tensions. I'm going to do that in two ways. Number one, I'm going to take the time component off of this. Listen, this kennel assistant VA, whatever, they have been doing this for some time now. The building is not going to fall down. If it goes on for another six, eight, 12 weeks, 

Stephanie Goss: Mm hmm. 

Dr. Andy Roark: This is how it's been.

Stephanie Goss: Right. How is it going to make a difference if you change this today versus changing it two weeks from now, two months from now, end of the year? 

Dr. Andy Roark: I mean, that's it. Yeah. End of the year. When, when the semester is over. It's not. There are some things. One of the things I've learned as a leader, I think I'm good at this. You always question if you're doing it right, but I think I'm good at this is, I have gotten to the place where I recognize mistakes I have made in my judgment.

And I have not grabbed the steering wheel and spun it to try to correct. I have taken the steering wheel, gently turned it, and rectified the mistake that I made over the next three months. You know? And that has gotten so much better. And been so much easier, and it has been so much better for people's trust in me, because my team does not feel like things are being snatched away from them.

They are being told that next year, we're not going to be able to do this anymore. So everybody just know that. And then we roll right on up, and I give them a reminder at the beginning of December. And then we change and everybody's okay. And there's maybe some grumbling, but it's not if I weighed in on the Wednesday and say, starting Thursday, there will be an organizational change that will affect all of you.

Stephanie Goss: It feels very, it does feel very reactive. And it also, when it's time bound like that, and it's urgent, it also is very easy, from a headspace perspective, assuming good intent on all sides, it's very easy for that to feel punitive, even if it's not, because it feels so abrupt.

Especially when something has been going on for a long time and that's the conversation, going back to what I said about the IRS, like that's the conversation that I have with manager peers all the time is well, how long have they been getting vet services for free at this clinic? And if they say, well, the owner has been doing it for the 20 years that I've been here, but I've, I know that we need to do this to be in compliance with the IRS.

Okay. That's not the best choice. If they've been doing something for 20 years and you want to roll up in and be like, sorry guys, we're going to change this tomorrow. There is no world where that doesn't feel punitive to somebody. 

Dr. Andy Roark: Oh, yeah, that's 

Stephanie Goss: And it, it's not that that's the way you intend it, but that's still the way they're going to feel.

Dr. Andy Roark: Of course they are. Imagine that you're the only person who smokes cigarettes in your practice. And then suddenly there's a policy about what is required for every person who smokes cigarettes in the practice. There's no world where you don't say, Hey! This is a hundred percent aimed at me because then you're the only one smoking cigarettes. Of course the smoking policy is aimed at you like it is and like you're going to take it personally.

It's the same thing. It's the same thing here. There's only one person studying for tests on the clock She's gonna catch on when the test plus studying policy has changed 

Stephanie Goss: Well, and even if there's multiple, it still is going to feel punitive. You know, like that's just the way the human mind works, 

Dr. Andy Roark: Well, I mean, especially if you talk to the person. This is the thing, is if you go and you say, Hey, I've noticed this, I'd like to make some changes, and da da da da da, and you talk to them, and then you change the policy they really feel like they're singled out.

And again, I get it, I'm not saying that changing the policy is wrong. This is 100 percent about how it's being perceived by the team. Yeah, I have no doubt they feel singled out. I totally get it. And the truth is we are making this policy adjustment because of this person. And so they're not wrong.

Anyway, it's, it's part of it's that. My, my big thing here as far as removing stress is one, to try to lengthen the timeline on this and say, this does not have to get fixed today. I agree that it needs to be corrected, but as soon as we lean back a little bit, we can make this happen much more smoothly.

And so that's sort of the big thing for me is, that's sort of my, my first action step is to take that constraint off of yourself.

Stephanie Goss: I think that's really smart and I think you also can add to that because you can, there can be things that are time bound, right? So like you, as you said, okay, is it, what is it going to hurt if we go another, you know, three weeks, eight weeks, 12 weeks, whatever. If there are things that are life threatening level urgent, right?

Like we cannot have a patient on IV fluids where the pump is alarming and they're being ignored so that anyone can work on their school work. I don't think that there's any member of a team who cares about patients who wouldn't understand that rationalization and not, and be able to separate the personal feelings and the emotions from that.

So I do think that it is totally okay to, if you can, as, and it's hard I want to empathize with our writer because I feel like we've done a lot of pointing out, pointing the mirror in their direction and saying, maybe we pulled the flaming raging sword of justice a little fast, right? And that hurts.

Dr. Andy Roark: It's okay. 

Stephanie Goss: And in order to fix it, if you can get to the space where you can recognize, okay, there are things I can do to fix this. If you can let yourself get even okay, you may not love the idea of continuing to let them do it, but if you can get okay with it and try and find the middle ground, it is also okay to put some parameters in place to say, okay, Mike, you're in the middle of your program.

To be honest, if I was in this person's shoes, I could even be talked into a year long or even a two long, two year long period if there were some other parameters put in place, right? If the thing that was really bothering me was the fact that pets were sitting in soiled kennels or they were, you know, the alarm was going off and they were being ignored or if there were things that for a patient care reason felt urgent, if you came to me and said, okay.

“Hey, look. I feel like maybe I went a little too fast and I want to apologize for that. I really, you know, I really want to try and come to a middle ground. Here's what I would like to do, right?” And then you told me, Hey, I would, I would like to, eventually we're going to have to get to a place where this is not a perk anymore.

That's, if that's the decision you make, fine. If you tell me what the timeline is, and you give me a little bit of, you throw me a bone, and I give a little that's what compromise is about, right? It's about the give and take, and can we come to this from that place, if you can get to that headspace, it's, you're going to have a much better outcome as a leader, and it's going to be much more palatable to, the team as well, if it feels like there is give and take, because although no one wants to be called a dictator, no one wants to be told, you know, you're I think you're the root of all evil.

If you come down on them and you say, it's, this is the way it's going to be. I understand where they're coming from. You know? 

Dr. Andy Roark: Yep. I agree with that and that was on my on my list as well Is does this have to be all or none? Meaning are your two choices: this person studies and doesn't do their job or Studying is now banned fully and again, I don't think I don't think something being banned fully is a bad idea But does it have to be fully banned today?

And also I'm not convinced that you can't do anything today. I think the other part for me and again, this is sort of an action step headspace. But I think for the action step here as far as lowering the stakes to is I need to get curious and go Talk to me about what's going on with your classes. How much do you have left?

“What are you trying to do? What is your study schedule? What are you trying to accomplish? Because I want to I want to support you And I have some needs of things that need to get done in the practice and then maybe, maybe the arrangement can become, you can study, but only after these things are done Or, yeah, that, you can study after these requirements are met something like that.”

And that's fine. I would personally, I would take a position like that where I would say this is my immediate needs and then you can study around this and then know that you're not going to be able to study next semester. So we're going to let this ride till the end of the year. We'll get you through your fall exams,

Stephanie Goss: Current load. 

Dr. Andy Roark: and your current load because again, it's quite possible this person committed to their case or their 

Stephanie Goss: It's a class load. 

Dr. Andy Roark: Yeah, their case load, or their, what, class load, yeah their class load, based on the understanding that they would have time to work on it. And if you take that away from them, now they're hopelessly overloaded with classes. And again, they be paid to study? I don't, again, I don't know, but they made choices with the belief that they would be, and that belief was based on the fact that they were allowed to in the past.

And so I get it. Let's see if we can support them through the short term. And then this is one of the things we're going to correct over the long term. And so anyway get curious. Figure out if this can be somewhere between all and none. Think about an incremental phase out over time, let people know it's coming and then go from there. 

Stephanie Goss: Mm 

Dr. Andy Roark: The other alternative you have, and this might fit in with the conversation we said before, you can go forward and not really address the studying thing. If, and this goes back to, what are we really upset about? If it is, this person does not have the skills they're supposed to have. 

You don't have to tell them Take the studying away from them to just say to them, your clinical skills are not where they need to be.

And this is the, we need to figure out a program that's going to get your clinical skills where they need to be in the next 12 weeks. Let's figure out what that looks like. And you don't have to take away the ability for her to study. You just give her the requirements of what it's going to take to continue to be there and to, and to meet the requirements for a job.

And maybe she can continue to study that. Maybe she can just get significantly more efficient in other areas. And now she's doing everything she was doing before. Plus she's meeting your standards. Plus she's still finding time to study. What do you care? You're paying her the same amount. She's doing the thing that she, that she wanted.

Now we all know that's probably not going to happen. There's probably going to be some sacrificing of study time to get these things done. 

Stephanie Goss: I think it's that knowledge that it, that it is. Likely not to work out that way that makes people, that makes leaders tie those two things together. And this is where I want to say to our writer, like, you're not alone. Like Andy said, in the very beginning, this is a gopher trap we see coming because we've stepped in it.

And so, you're not alone in making that, that gut response to tie two and, two and two is equaling four in your brain. And in this scenario, and I think you're spot on, Andy, and if you approach it from a different perspective, and you let one thing set to the side, and you actually focus on what is the problem here. Is the problem that they're doing schoolwork, the root, like reading this, and again, we only hear one, see one side of the story, but reading this email, my thought was the problem is not the fact that they're doing schoolwork on the clock. The problem is that they don't have the skills that they need.

Those are two different problems, but it's the tying them together that as the team member who is involved immediately feels punitive. 

Dr. Andy Roark: Yeah it's if I want my kids to spend less time on their cell phones, I have found it's much easier for me to sign them up for extracurriculars, take them to the swimming pool, yeah and, and have family movie night than it is to take their phone away. And like, They spend less time on their phone when we're on a hiking trip together.

And it's sort of like, I didn't take their phone away. I just gave them something else that we were doing that needed to get done. That doesn't lend itself to a phone. It's kind of the same thing for that. So anyway, I don't mean that to be manipulative. And I would go back to the whole thing of, maybe this person is really relying on this time because they thought they would have it from past precedent and I really don't want to screw them over. And at the same time, this is not a sustainable long term. 

So anyway, I think hopefully that comes across as a little trip to Camp Tough Love. As far as the way that we sort of approach it and the decisions that we make about shutting down this thing that they perceive as a perk.

And then a shift in mindset over to what do I really feel this way? What do we really need to accomplish? Can we meet them in the middle? Can we phase this behavior out over time so that they know going into next semester They're not going to have study time and that's fine? They knew it going into the semester like can we do some things that are not going to cause them to panic?

But are going to take a little bit of time and make this problem just go away And I really do think if we can take those if we can take that mindset and we can take those softer steps We can gently take this little perk away from the employees in a way that, that is not going to be a big deal because the vast majority of your employees, they're not doing this.

They don't care. We're just going to, we can support this person out, close the door behind them and lock that door. And honestly, guys, that's the way a lot of business gets done and it will make you happier and it'll make your team happier. There have been a lot of things in my career that have not worked the way I wanted.

And instead of just shutting them down. I let them ride out until some created deadline. Whether it was the, the first of the summer, the end of the year, the Thanksgiving holiday, the next conference that we were putting on, and then we're not going to be doing this anymore after that. And a lot of times it's just better to let this annoyance go on.

Until a natural conclusion point and then end it in a way that everybody's cool with than it is to try to squash this annoyance and then deal with the collateral damage that comes from that.

Stephanie Goss: I love that and I agree with that and I want to offer, like, where I want to end is, I want to offer some food for thought on the opposite. On the opposite side of that argument because I think what you, you know, you talked in the beginning about the world has changed and employees showing up and doing 40 hours of work versus doing the job that needs to get done in 32 hours and being okay with that.

I think that's really important and really relevant. And I also think it's applicable here. When I think about our industry and I think about the changes. We need credentialed technicians, we need qualified, rounded credentialed technicians. 

And so food for thought, just on the other side of the argument that I would offer is I know what it's like to be the manager who's trying to find a technician for years on end.

It's a really hard place to be in. And so most of us turn inwardly, right? Which is exactly what this practice is doing. They're like, Hey, we're going to grow it from within. So we're going to take our assistance and we're going to encourage those who want to go to school. And we're going to support them in ways that can look like them, paying for school or offering them the opportunity to do cases on the clock, whatever it is.

And I don't think that's inherently a bad thing. And I think as an industry, when I have talked to my peers as, and colleagues as a manager, there is this headspace as an industry that we look at it like. So negatively, like why would we allow them to do schoolwork on the clock?

Why would we create that environment? And I would actually argue that it is a way for us to help. It is a solution, not a what's the word I'm trying to say? Not a, not a negative, right? In the, in this, And if I, if I think about it and I think about my own practice, because that's how I used to feel like I, you know, I used to be that manager who, if my, myself included, went to tech school, if I left the practice, you know, within two years of working finishing my degree, then I would have had to pay my practice back.

And for a long time I did that and now my beliefs have radically shifted and I feel the way about this as well if we want to grow and develop. We know that our paraprofessional staff, most of, a lot of them are living, I won't say most, a lot of them are living paycheck to paycheck. A lot of them are vastly underpaid for the work that they do.

If we want to change that, we have to think about ways that we can impact that and make a big difference. And this is one of those ways that I have seen firsthand can make a big difference for team members if we can support them. Now, that's not to say. And please hear me when I say this, that's not to say that I don't still expect them to do their job.

Dr. Andy Roark: I heard Stephanie say that they get to sit at a desk and just do their school work and you’re going to pay them.

Stephanie Goss: No, no, that's not what I'm saying. And I do think that it's important to look at really being clear about those communications. And I think that's a step that we often miss. And thinking about what you said about the practice owner that you worked for. I love that.

the idea of a world, and I love it because this is a world in my own practice that I helped create, where I can have the conversation with the team members and the expectations are very clear. Here's the job I need you to perform. This is your first priority. And if we can accomplish this job, if you can have the skills that you need to be qualified for it, I have no problem with you spending, The extra time working on schoolwork within these parameters, right?

And it's such a, most of us think about it in an automatically just by default in a black and white thinking like, well, if I give them an inch, they're going to take a mile. And I think we have, I think that kind of mindset is very self damaging. I think we have to change that as an industry. And so on, I just want to put it out there because we talked a lot about, well, we can take this benefit away and that is one choice.

And it may be the applicable and the right choice to make in this practice. Again, we only see one side of the story that we get in the mailbag letter. And so I don't think there's anything wrong with doing what you said, Andy, and I agree with it. Like we can take it away. And if we do it, let's do it in a, in the way that we described.

And I just want to put it out there that there is another potential, which is maybe we create a world where we help provide more texts to an industry that desperately needs it by shifting our mindset as leaders about how we could approach a situation.

Dr. Andy Roark: I just, I think one of my, one of my fundamental beliefs, and I'll, I'll shut up after this, but one of my fundamental beliefs is there is no should in in, in any of this, in this life, there is no should

Stephanie Goss: Four letter 

Dr. Andy Roark: It's “what do the two affected parties agree on?” Eyes wide open, clear expectations.

And so, that's what we do in our company. As I say, you know, you're remote, you work at home, I don't track your hours, and you have unlimited vacation. I'm going to be clear with you about what your salary is, I'm going to be clear with you about what the deadlines are that we have coming up, and we're going to talk about the workload that you have, and if I don't feel like you're producing enough work, I'm going to tell you that gently, not in a mean way, and if you feel like you're being overwhelmed with work and your salary is not supportive of the level of work that you have, that you're doing, I expect you to say that to me and let's keep working on it.

And as long as we can come to an agreement, we both feel good about, then this just works out. And it's the same thing. Am I opposed to having, I don't know, let's say a kennel technician that makes Let's, I'm just pulling numbers out of the air. That makes 12 an hour and gets to study on the clock instead of a kennel technician that makes 15 an hour and does not study on the clock at all.

No, I'm not because the 15 an hour person is generating more work at the end of the day than the person who is spending part of their day studying. Basically it's, it comes down to, if I believe that this person, you know, that I'm getting one extra hour of work from the kennel person who's not studying, then I'm going to try to compensate that person for that hour.

And the other person that may be clocked in the same amount of time, but they're not doing the same work as the person who's not studying. And there's that. And again, now we're getting pay scales and stuff. There's a million ways to look at this, and it doesn't, again, It doesn't matter about what should be, but it really comes down to what do both parties agree to that it's fair and it needs to be in balance for the rest of the team, there's. 

It's not fair for one vet and the company to agree that Dr.Goss is going to make five times more money than all the other vets and they both agree to that. So that's it. It's there's some other parts of this, but anyway, it's a long way to go. There's a lot of gray here, but I hope we didn't come down too hard on the writer. I, again, I, I meant what I said at the beginning of, I laugh and I chuckle because I a hundred percent have been here.

I have lived this. I have had these thoughts. I have had sweaty palms about what people are doing with their times. And I, I get it. I totally get it. You gotta be careful and don't blow your face off here. By rushing in and ripping the wires out of the bomb that you see. It's nah sometimes we're gonna let this clock tick down for a while before we deal with it. And that's, that's okay. 

Stephanie Goss: Yep, I love it. 

Dr. Andy Roark: Alright, that's all I got!

Stephanie Goss: Have a great week everybody, take care! Dr. Andy Roark: See ya, everybody!

Written by Maria Pirita · Categorized: Blog, Podcast · Tagged: behavior, communication, culture, management, Technician, Training, Vet Tech

May 22 2024

Does Anyone Care About The Details?

A frustrated veterinary practice leader wonders why it seems like the details no longer matter to their team. This week on the Uncharted Veterinary Podcast, Practice Management expert Stephanie Goss and Dr. Andy Roark tackle their shortest mailbag question ever: does anyone care about the details? Together, they work through the headspace behind this question, discussing the complexities of veterinary medicine and how to foster honest conversations that lead to accountability. From fecal loops to technician tasks to tardiness, Dr. Andy Roark and Stephanie Goss walk through real-life examples, offering valuable action steps to help the team understand why the details matter. Let's get into this episode…

Uncharted Veterinary Podcast · UVP – 288 – Does Anyone Care About The Details

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 roleplay 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

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This immersive one-day virtual event is tailored for medical directors seeking balance in their roles while positively impacting their teams and patients. Led by experienced speakers, our interactive workshops provide actionable insights on team management, clinical practice, and leadership. Connect with peers, gain valuable knowledge, and get re-energized to lead your team effectively. Visit https://unchartedvet.com/uvc-membership/ to learn more and sign up today.

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On June 15 and 16, 2024, Uncharted is bringing immersive conflict management training to HiVE Minneapolis. This one-day event will equip veterinary leaders and team members with essential tools to handle conflict, navigate difficult conversations, and improve team collaboration. Spend a day developing real conflict management skills and connect with fellow practice managers or vet nurses and techs. Empower your veterinary career with the skills to confidently manage workplace conflicts and create a positive work environment. Visit https://unchartedvet.com/uvc-membership/ to learn more and sign up today.

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 what might be the shortest mailbag question that we have ever gotten. And that doesn't mean that there isn't plenty for us to get into. We had a great time answering this question of how do we get the team to care about their whole job, even the pieces that are not so much fun?

We'll tell you more about it when we get into it. Let's get into this, shall we?

Dr. Andy Roark: And we are back, it's me, Dr. Andy Roark! And the one and only Stephanie, all the small things, Goss!

Stephanie Goss: I can't, I can’t with you.

Dr. Andy Roark: I totally did this introduction without a microphone, and then I just pulled the microphone up and just immediately did it again and Stephanie just..

Stephanie Goss: That’s fine. We're off the rails already.

Dr. Andy Roark: Yeah, it was not the most graceful launch. Have you ever seen a pelican? Have you ever seen a pelican take flight? That's kind of what it looked like. It was not graceful. Got like a fish flopping around in his mouth. Like that's that's what this launch session is looking

Stephanie Goss: Andy, the Pelican Roark.

Dr. Andy Roark: That’s right.

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

Dr. Andy Roark: It's good. It's really good. Oh yeah. Heck yeah. Stayin busy havin a good time. yeah, it's funny, I, I'm feeling real validated right now. I'm feeling really validated. There's a, there's a book, there's a book that came out recently called Bad Therapy.

And it's about kids in therapy. And, it's not anti therapy at all. But it's about you know, maybe not all therapy is good. And maybe some people who call themselves therapists, just like people who call themselves mechanics or veterinarians, are not the best. Yeah, exactly right. And, one of the big things that it hammers on, which I have felt for a long time, is the idea that maybe rumination over hard things, or bad things, without a plan, is a bad idea.

Like, maybe, just bringing up painful memories and sitting with them, if you don't have a plan to do something with them it might be a bad idea. And, it's super validating, because I figured that out a year or two ago, and was just like, this is, I'm not doing this anymore. And, at that time, I stopped reading the news.

And Allison was like, you're not gonna stop reading. And I was like, I am, and I did. Like, last September, I stopped reading the news because I'm like, this is not actionable. Like, I will read news on things that I actually have a voice in, or that I can intervene in, but I'm not reading it other than that.

And my life has been so much better. And ask me how many major news stories I have been unaware of. Zero. I don't live in a bubble. I just don't have to go and wait around in a lot of the awfulness, so. Anyway, that's– I just feeling real validated today when I was like, yeah. I figured that out. I don't need to sit in angry hurtful emotions or stuff like that.

If, if I don't have a reason to do that and it's not actionable. And so anyway, feeling, feeling just validated. How about you? How are you, how are you doing? Good.

Stephanie Goss: You know, you know, I am great. The sun is out in Washington again, and..

Dr. Andy Roark: You're in your, you're back in your closet, brought, where you record?

Stephanie Goss: I am back in the cloffice and I am, I am back in the cloffice and I am actually contemplating ripping out a wall and putting in a window this weekend. So, you know, we'll see where that goes.

Dr. Andy Roark: In the closet? You're gonna put a window in the closet? 

Stephanie Goss: in the, in the cloffice.

I need, I need a window. I need some light. I need some sunshine. So I'm, I'm contemplating, I'm contemplating tackling putting in a window myself this weekend. So we'll see how that goes.

Dr. Andy Roark: I like the cloffice. It just, when you first said it, it made me think of where vampires work, like the coffice. But it's nice, the cloffice.  

Stephanie Goss: I have it's interesting. So we have this, this is kind of, kind of a mailbag. We, we got a mailbag question that was maybe the shortest question we've ever gotten.

Dr. Andy Roark: We got a one sentence mailbag question. I was like, bam, deal with this.

Stephanie Goss: And it's..

Dr. Andy Roark: It was like a mic, it was like a mic drop mailbag question. Boom.

Stephanie Goss: It was interesting because I'd been reading some posts in some of the groups that I'm in around the same time that I had read this mailbag and I saw some conversation that linked to it. So even though this was. The shortest mailbag we've ever gotten.

I think there's some serious legitimacy here. And I know that as a manager and a practice leader, like I have felt this, but basically, if someone was like, how do I have the team know that the little things matter, like the little pieces of their job that are their job. It might not be fun, but it's still really important and it matters.

And so how do I get them to care about the little things? And it's so, I thought it was so funny because we generally have this conversation a lot with practice, I mean, I think anybody who's in charge of managing people feels it because of the difference between what you expect and what you get.

And so I was like, Oh, there's a lot of, even though this is the shortest email we've ever gotten. I think there's a lot of meat on this bone for you and I to go after.

Dr. Andy Roark: Yeah. I am, I'm super fired up about this. So, yeah, this is, this is a good one. How do you have the team know that the little things matter? headspace, we start with headspace just, and again, I don't know exactly what this refers to.

First of all, let me just say, I love when there is like a, a battle on the internet, just the whole vet internet gets into a fight and then we, and then we get a mailbag question that's just like kind of, kind of vague, but if you're looking at the internet, you're like, I know exactly what this is about.

And so I, I always love that. And so it just,

Stephanie Goss: Oh, I, I, well, I'll give us a great example right off the bat. The first thing that came to my mind when I read this was my own experience over the years when you have someone who is VA, who's training to be a licensed technician, or you have someone who has gone from being unlicensed to licensed and so now they can all of a sudden help in surgery and they can you know, do all the blood draws and place catheters and do all of those things. And it is, I have had to wage, battle here when it comes to, I hear you and I know that surgery is fun for you and I know that you want to place all the catheters and do all the things and you still have to clean up after yourself because that's part of your job.

And so I think that's the first example that came to my mind is like shining of this is the fun shiny thing. And so of course you want to do that piece of your job and this is the other side of that piece of your job. And just because it's not fun and shiny doesn't mean that you don't have to do it.

Dr. Andy Roark: Yeah. Okay, cool. Alright, so let's start with headspace here. Now, I, because this is the headspace section of the podcast, I am going to say some things. It's just kind of what I would say to the person who's writing to roll around in their mind. The first thing that I always want to put forward here is just a little bit, this is a case of possibly making sure I don't need to check myself before I wreck myself. Meaning this is one of those angry manager thoughts, right? It's not the flaming raging sword of justice necessarily, but there's something there when you're like, “Why aren't these people following the rules? Details matter, people! Details matter”  And like, you can hear this, and maybe they're right, but also there's a reason that you can, like, totally hear this in manager voice details matt. Am I the only one who pays attention to standards and…?

Stephanie Goss: Can you please rephrase that and say that that's like the nitpicky, irritated manager voice? Cause I don't think I sound like that all the time.

Dr. Andy Roark: No, not all the time. Not all the time, but just when you’re having a bad day.

Stephanie Goss: Or just, just a lot of the time.

Dr. Andy Roark: Just most of the time. No, just when you're having a bad– It usually comes, it usually comes when things are hard. Again, this is like

Stephanie Goss: Sure.

Dr. Andy Roark: We're just goofing off here. But this is often what I hear when the straw breaks the camel's back. You know what I mean? There's like 

Stephanie Goss: Yeah, you're at the end of your rope. 

Dr. Andy Roark: There's seven real problems and someone left a fecal loop in the sink and don't standards matter anymore? And that's, that's where this disco says. So anyway, I just want to put that for us first. Put that up front and say let's make sure let's just take some deep breaths. Is this really about standards or is there other stuff going on?

Okay, so let's just say that there's stuff there really is stuff going on and people are you know, not doing the basic stuff. Okay, Flaming raging sword of justice check. We always talk about that. We talk about pulling the flaming raging sword of justice and taking heads. Do not allow yourself to get into a mindset.

The person asking this question has already kind of probably taken a bunch of little things and then rolled them together into a big thing. And now we're reacting to a big thing. And so you always got to be careful with that. And again, I'm so guilty of this too. And so, you know, let's just say that we, you know, we wake up in the morning and we get to the clinic and there's trash in the parking lot.

And then we go inside and I hear somebody telling like an inappropriate joke and there's no pet owners around or anything but they I catch the end of an inappropriate joke and laughs in the treatment room and then I go and sit down and there's a note to call somebody back because a client yesterday didn't feel like the invoice was explained clearly and those are those are three annoying little things And I can say, like, okay, these are the three things I have to work through.

Or I can roll them together and say, our practice doesn't care about quality. These people are not doing their jobs. And it's catastrophizing. But you just have to be careful about rolling those things together. When, like, I always say, you know, the difference between a struggling business and a thriving business, the struggling business has the same damn problem every day, and the thriving business has a different damn problem every day, and that's the only difference.

And so, we're always going to have these headaches. Just be careful about rolling them together into something bigger than they are, and, and, and like ascribing this, the team doesn't uphold standards idea to it. And I'm not saying that's what this person is doing, but, but I, I want to be wary of that and so that's just my first opening sort of cautionary position is let's just look at this and maybe have a snack let's maybe have a snack first and then let’s make sure..

Stephanie Goss: Make sure we're not Snickers 

Andy Roark: yeah exactly right just make sure that we're not we're not just just hangry 

uh if if we also feel like everyone is mad at us then that like I don't know maybe there's something going on here we should just put a pin in this for a couple of days see how we feel so let's start with that. 

Stephanie Goss: Yeah. And I think the other piece of that, that I try and ask myself is, am I rolling these things together? And the other, the other piece of it for me is, am I mad because this is a repeat thing or am I mad because. I'm hangry, or today just sucks, or whatever. Because if I'm not, if I'm not mad because it's a repeat thing then I can, it's much easier to set that aside.

And like you said, go, okay, maybe I'm hangry, maybe I'm rolling these things together, whatever. If it is a repeat thing, that helps me get into a much healthier headspace of, Okay, if this is a repeat thing, how have I handled it to this point? And start asking my questions about the rest of the headspace, like, am I assuming good intent?

Have I talked to them? Have I, you know, made myself clear? All of those things that we normally get into when it comes to headspace. And, and so I think that that for me asking myself, is this, is this a repeat? Really helps me know which direction to go in.

Dr. Andy Roark: This is fertile ground for telling ourselves stories

Stephanie Goss: Mm-hmm.

Dr. Andy Roark: You know what I mean? It's like, and so, so the question I would ask myself is, what story am I telling? And it's like, well, this happened, and this happened, and this happened, and

Stephanie Goss: So she doesn't care about her job.

Dr. Andy Roark: That means that. And again, I don't know that's what this person is writing about, but that's what I have seen, and I've done that. I mean, we've all done that. Just check, check yourself real quick. Are we, are we telling ourselves stories? Okay, cool. Now, let's wade into this. So let's say that this is going on, and we sort of checked ourself. We say, nah, it was just, you know, Standards aren't aren't getting upheld the way they should okay cool the first thing for me, and this is cliche But it's a cliche for a reason, Seek first to understand um like hey guys umm What's, what's going on?

Like, why is this not getting done? Like, it's like, I'm making the assumption they don't care. They don't, their, their standards, their quality standards aren't as high as mine. Those are all assumptions. Like, what's, go, go with curiosity and compassion in your heart. And patience. And again, snack. If you haven't had the snack, you should have the snack. Have the snack. And then, and then just, but then go, the first thing is seek, seek first to understand. What do I not know? How have these people been set up to fail? What can I take ownership of? Like, what's my fault? What has not been communicated? And again, this is the open hearted, like, let's really figure out what's going on.

It reminds me of the movie Office Space, which I just love, but the old Office Space movie where they're always filling out TPS reports, and everybody's filling out TPS reports, and TPS reports are a system, and they were probably created with a good intention, and they're supposed to keep things organized, but now we've built this system in this movie where you have TPS reports have to be done all the time on everything, and it's, it's just, It's just perfect.

It's a busy work, and it's an obstacle to actually getting the real work done, or at least that's how they perceive it. Seek first to understand, like, what is the perception here? What is the reality? What's going on? How did, how did we get here? And just don't tell yourself stories, and related to that is of course assuming good intent.

Assume that these, don't, do not assume these people don't care as much as you do. Don't assume that they're lazy. Just assume there's something that you, that you don't know about, that there's a legitimate problem that we kind of have to address here. But that, I think that gets that gets you into that right headspace.

So that's, I think that's the opening place for me with headspace. And then I've got a couple of little bits after that, but I don't know. So assuming good intent, are you on board with that?

Stephanie Goss: Yeah, for sure. And I think the the, you know, our, our friend, Erika Cartwright tells I think she was doing a mic drop about, you know, the client's side of the story. And she told this story about how she's a very charismatic and outgoing personality. For those of you who have not experienced, Erika. She's crazy and, and loud and fun and all of the things that would go along with that. And she and I are trucker mouth friends. And so you can imagine her driving along in her, she's like, you know, barely five feet. And you can imagine her driving along in her big giant SUV just getting irritated and yelling at people who are driving like idiots or cutting people off or whatever. And the road rage is a real thing. And she was talking about how the way that she kind of cured herself of the road rage and really like brought her blood pressure down, cause it was real concern was to just force herself to look at the other car and say, Hmm. I wonder if they might be having diarrhea today.

And she just started asking herself that, like, what if that was happening? You know, it's like when you're driving and you see someone speeding and you ask yourself, maybe the person in the car with them is in labor. It's that same kind of thing of like, what is happening with them? And so I think the thing that Like you know, if you don't want to think about, is this person having diarrhea today?

The thing that I ask myself is like, you said this is ripe ground for us to make up stories in our head. And I think part of the way that I helped stop that in my own brain was to ask myself, could I tell another story here? And could I tell the story that they do care about the job? They just don't understand.

And whether it's understand what I want, understand what is expected of them, understand what the protocol is, what the process is… there's a, you know, a million different options that come at the end of that sentence. And it's the same kind of thing as like, what if that driver who's being a total a hole and just cut me off?

What if they're driving to the hospital because there's an emergency, you know, it's asking yourself that same kind of question. And when we say assume good intent, I've had people. I've had people who listen to the podcast go, I know you guys walk us through, you know, the steps that I know you walk us through safe.

And I know you, you know, I know you guys have talked about, assume good intent a million times and I don't know how to do that because, you know, because the stories that I'm telling myself in my head are X, Y, and Z. And so I I, that resonates with me because it is, it is a hard thing to do cause, you know, it's so the thing you should do, but that doesn't mean that getting yourself to that side is any easier.

And so I think one of the tools that I've really learned for myself is, if there's a possibility that I'm making up a story in my head about the situation, is to ask myself, what could the other story be here? 

Dr. Andy Roark: Yeah, I agree. Okay. I want to make I want to end headspace here with a caveat I've got a little section of headspace here for my perfectionists in the audience or People who are maybe managing someone who is a perfectionist who's coming with us and again, this doesn't play everybody. But I will tell you the way I've seen this go down.

So one there's the person who goes these people are upholding standards. There's the other person who's in a management role. That has someone who comes to them and says these other people are upholding standards and it's driving me nuts. And so I, I think I've seen it. I have been the person who has been frustrated that people are upholding standards.

And I have been managing someone who's frustrated when I'm maybe not frustrated. And so those are different things. But anyway, just hear this out as I kind of roll it together. For my perfectionist people out there, one question that you want to think here when you're like, people aren't upholding these standards.

Stephanie Goss: Mm-hmm.

Dr. Andy Roark: Remember to ask yourself sometimes. Is this a hill I want to die on? Is this a hill worth dying on? And I, I hate it. I have always, when I was young, I imagined the perfect team and the perfect business and everything runs smoothly and instead, you know what I got, Stephanie Goss. I got Stephanie Goss. That's what I got. It's the Muppet show over here. That's the, that's the business that I run. It’s Tyler Grogan and Ron Sosa, Stephanie Goss, Maria Pirita, just the list goes on. God, Dustin Bays, it is the absolute chaos and pandemonium in our business. 

Stephanie Goss: I was gonna say the, the biggest offender on our team is probably Kelsey Beth Carpenter.

Dr. Andy Roark: Kelsey Beth Carpenter. She’s like…

Stephanie Goss: Steph, Steph D is probably the closest to following all the rules on the team. 

Dr. Andy Roark: It’s a battle, it’s a battle of Order Muppets and the Chaos Muppets. But anyway, all joking aside there are, there are things that are worth fighting the battle with your team over, and there are things that are not worth fighting the battle with your team over. And just maybe let them not park as far away from the building as possible.

Maybe just give up on that dream. And maybe they can't park in front of the front door. But maybe just don't fight with them about parking as far from the building as possible and just let that one go. And so anyway, if that's you just think about is this a hill you want to die on. 

Stephanie Goss: Mm-hmm. 

Dr. Andy Roark: And then the other thing that I will say now again, switching back to a little bit more serious tone here, too.

When I hear people come to me or they'll come to management or leadership and they're like these people aren't following the rules. Sometimes they have a legitimate point and corners are getting cut and we need to fix that and that's true. There's a couple other things that sometimes happen number one.

There are times when people want to feel like they have control by enforcing the rules and so they want to enforce a feeling of power or a feeling of control not in a malicious way. But they're like these things are supposed to happen and these people aren't doing the things that are written down and for them it's a feeling of these people need to be made to behave in the way that the rules are written and It's almost like a moral battle for them like this cannot stand this represents anarchy. And so I don't know if that makes sense or but if you've seen that but I I've definitely seen there's some people who have really really don't like it when they feel like the rules aren't being followed and it's not really about the rules and it's not even about the impact of not following the rules. It's about the fact that rules should be followed and that's not happening And so there's kind of that mentality.

Stephanie Goss: Right. And I think, I think, I'm glad you brought that up because I think as a manager part of, I like that you, you know, you brought up picking your battles. I think as a, as a manager, certainly, and as the leader of the hospital, if you cannot find a healthy place between the facts that. Some rules are going to be broken, and things are always not going to be perfect, and sometimes it's very messy, because veterinary medicine is a place where we live in the shades of gray.

If you cannot wrap your head around that as a manager, like, you are going to have a hard time, because we, we do have a lot of managers who in particular, who are, process and order people and they need there to be structure and they really struggle here with the team members who are like yeah, and I let go of that patient and immediately went to go help with this patient and so I felt like the patient care was a bigger priority than taking the fecal loop out of the sink and cleaning it, Right?

Like there are always, there's always going to be that battle. And if you can't– on either side of the equation, if you can't find that place of peace to be able to ask yourself, is this the hill I want to die on? You're gonna, you're gonna be super, super miserable. And so I think the thing for me, because on, on the other side of this, let me just say and acknowledge and validate, I have been that person who gets very frustrated with the fact that rules are not being followed because I'm like, why do we have the rules? If they're not gonna be followed like just do the damn thing so there I see that side of it and I have also been the person on the other side of it who is like I just need the job to get done.

Like, I know that there's a process, but can you just do this thing? Like, get it done. And so, I think for me, one of the tools here to overcome the, the perfectionist tendencies or the need for it to be so black and white on either side is to ask myself, why is this a rule, or a system, or a process? And if I can't answer that question, like really, truly, and the answer can't just be, well, because that's the way we've always done it. If I can't tell you why we're doing something, and if the other person involved can't tell you why we're doing something, then there's a breakdown in communication, and that's That's the thing that I really need to work on, not the fact that they left the fecal loop in the sink, right?

Like that, I need to be able to answer that to not only assume good intent, but also to do my job as far as training the team and making sure that they have all the resources to do their job.

Dr. Andy Roark: Yeah, you want to be careful about rule enforcement as a brake pedal against change and I've seen that a lot as well. So there are people who don't like change and they don't want your business to change or they don't want to innovate or do things differently. They like the way things were and they want to stay that way and I have seen people who with that mentality.

And again, I don't think it's malicious. They like rules because rules entrench the current state into the into the culture. And they make change much harder because now change involves breaking rules or changing rules, which is a bureaucratic process, as opposed to just like, no, you know what, we're going to do a little bit differently today.

Well, if, if I say, you know what, guys, we're going to run, we're going to run dentistry's a little differently today in our, in our, in our general prep. If that's against the rules, then you have a weapon to shut that down and say, Oh, no, we're not Andy. We're going to do it the same way we always do. Cause those are the rules. And so again, just not to vilify, but again, I just, I do see those behaviors and I don't think people are malicious. I think some people really don't like change and the rules make them very comfortable. And so enforcing rules can be a brake pedal when things are starting to change or evolve or adapt, which is something to be aware of.

And then last is just be careful of rules as an enemy to autonomy, meaning like, like you said, it was a perfect example of I left the fecal loop in the sink because I saw a patient that needed help and so that seemed to me in the moment, looking around using my eyes and my training and my judgment that was the right call and you say well the rules would go against the call that you made and you go well, that's that's taking away this person's autonomy and so we want to be careful about having rules that are that nitpicky. And the last thing is if rules show your team that you don't trust them. Yeah, you have rules because I don't trust you to make common sense decisions.

I would say yeah, that's a little it's a little sticky. So anyway, I'm sorry. I've talked all about headspace. I've talked all about headspace and a lot about checking ourselves and checking complaints about rules but it's just because I I do see that stuff a lot and seek first to understand, don't be, be aware of the stories you're telling yourself, and all that to say, if we come down to a place and the standards are not being met, we're going to fix it.

And so let's let's take a break, Stephanie, and then we'll come back, and let's get into the action steps of actually getting, getting the small things done.

Stephanie Goss: Okay. That sounds good.

Hey friends. If you're listening to today's podcast and you happen to be in a medical director role. Listen up because this one's for you on May 29th, we are doing our second annual Uncharted Medical Director Summit. That is, we are bringing together medical directors from all walks of veterinary life. Doesn't matter whether you are in private practice, corporate practice, nonprofit GP, ER shelter, medicine, academia, and so much more. If you are in a medical director role, we have got something that you are not going to want to miss. So, if you've never experienced an Uncharted Summit, you're going to want to check this out because it's different from a usual conference. We'll have an awesome general session presented by our friend, Dr. Addie Reinhard from MentorVet. We also will have a workshop session with three different workshops being presented by myself, Dr. Andy Roark and our dear friend, Dr. Erica Pounds, who is a multi-site medical director and all of them are going to be on topics relevant to the medical director role specifically. 

And then what makes it a summit? Giving you time to network and collaborate with your peers on the challenges that are unique to the veterinary medical director role. So it's going to be a jam packed day. It's one day it's on zoom. It's fast and it’s furious. It's not your usual zoom where you're sitting there listening to people talk at you, camera's on, we're going to talk to each other. We're going to engage. We're going to problem-solve real-world challenges that happen in your practices. So if this sounds like something you don't want to miss, head over to the website at unchartedvet.com/events. And sign up today now back to the podcast.

Dr. Andy Roark: We're back from our break. Okay 

Stephanie Goss: We gotta actually get serious.

Dr. Andy Roark: We gotta get serious here and get some work done. All right, so for me, action steps, if you want people to actually do the small things and pay attention to the details, the first thing is, you have to talk about why the details matter. Like why is this important? And there are some people who are like, it's a rule. It's written down. That's good enough, and I will tell you that is not good enough for a segment of people. I don't know how big a segment it is, but there are some people who are like, I don't, What, what are we, why is this important? Like why does it, why can't the fecal loop sit in the sink while I finish up with this patient and get this client out the door?

Why can't it just be there? And I'm not saying there's not a right answer, but that's their honest to God question is, why? What is the concern about this? And oftentimes, oftentimes, we can meet these people in the middle. And you say, well, because what happens is, all the fecal loops pile up, and then one person gets stuck doing them, and blah, you know, and blah, blah.

Maybe there's a, there, maybe there's a way to meet in the middle between, you need to make the client wait while you do this, and these have piled up and now there's a bunch of them and people are cleaning up other people's fecal loops and it feels, you know, they feel resentful and blah, blah, blah. Maybe, maybe, maybe there's a, maybe there's a healthy middle another way we could do this, but, but we gotta start off with, with why.

Stephanie Goss: It's so funny that you said that because I was talking to some so when I was reading some of the, the threads around the time we got this, and there was one in particular, that was someone who was struggling with this scenario I gave at the, at the beginning of this, which is like, they have a newly promoted technician and they're leaving parts of their job for other people to do because they're like, well, I am qualified now to do this job, all of these other things. And so that should be my first priority. And other people who are not licensed should be able to do some of these tasks. And that's, some of the managers, like the first set of responses was, well, you need it, you need to have it written down in their job description that they have to do this, or you need a protocol that says they have to do this, this piece of it.

And it was so funny because that's where the like, what you were saying in the headspace about that you're trying to enforce rules to have control. Like that was the response from a bunch of the managers who were like, we'll put it in writing and then it will solve the problem.

Dr. Andy Roark: Yeah, put it in writing and make them do it! Enforce your control! Flaming raging sword of justice! Like yeah, I get it. 

Stephanie Goss: And it's so, and it's so funny because I was like, okay, for me, it's a yes, and because if it is really important, it absolutely should be in writing, it should be written down. And if you can't answer the why, it goes back to what I said, if you can't answer why, and the other people on your team don't understand or can't answer why, don't write it down.

Because it's not actually important enough to be included in protocols or processes or policies if everybody on the team doesn't understand the why.

Dr. Andy Roark: Yeah. Well, look, look I mean hear this if you have an idea you have a thing that you want and your way of implementing it is not explaining it and not getting people to buy into it, your way of implementing is writing it down and make it a rule and then punish people who break the rule, you're going to have a shitty culture, pardon me. You're going to have a, you're going to have a, beatings will continue until morale improves culture, that is not, it's not how you make people want to work at your place by creating rules that seem arbitrary to them and then saying it's written down and so you're out of line, like that's not, it's a terrible place to work and again, I get it.

And I've seen this, but this is the, this is one of the frustrating things in leadership. If you want to be good, sometimes you have to slow down to go fast. And what that means is you have to have the conversation with people about what we're doing and why we're doing it. And then you can write it down and then you can hold people accountable to it and you can remind them of why we're doing this, but if you don't have a compelling reason why your rule is what it is, I'm not sure that person's in the wrong. I think maybe you should think about whether or not this rule really makes sense.

Stephanie Goss: Right. And, and I think that it's, this is one of those things that you know, when, when I read it, it hurts my heart because I know that for the vast majority of people who I see reading it, responding in this way of, I need to write it down because then I can enforce the rule and I can hold people accountable.

They don't have the malicious intent. They don't have the intention to have the, the, you know, the beatings will continue until culture improves morale. Right. They're using the tool that someone has shown them, and it's like, it's like, you know, when you're taught that giving someone feedback means you give them the compliment sandwich, and you give them a compliment, and then you smash the feedback in the middle as the crappy part, and then you give them another compliment to soften that blow.

We do it because we do it because maybe we don't know any different or because that's the tool that we've been given. And I see this style of, I'm going to write it down and I'm going to incorporate it into our processes or protocols or handbook or whatever. I see that from a lot of young managers. And that was when, for, for me, that was a tool that I was given in the beginning of my career, my practice owners were like, yeah, this is unacceptable, so write it down, and then if somebody does it, then we have a reason to let them, let them go, right? Like that, that was, 

Dr. Andy Roark: That’s a hard tool.

Stephanie Goss: It is a hard tool. And when you're, you don't know, you don't have the training. I always say, you know, veterinarians go to vet school to become veterinarians.

They don't go to vet school to become business leaders. Most of them. And it's the same for, for managers. Like so many of us have come up and, and leaders on the floor have come up. And so, you know, I think it's important to recognize, like, I, I see you and I hear you. I have been that person who's like, Oh, well, this is the tool that I'm going to apply.

And I think your point, Andy, is super, super valid, which is, you can absolutely do that. And, having done it, and having screwed it up, I can say, I think both you and I can safely say, this is a way that we have royally screwed this up. And so,

Dr. Andy Roark: Well, let me, I think, I think this really summarizes the core belief, the core philosophy of Uncharted right here. And so a lot of people listen to this podcast and they're like, well, what exactly is Uncharted? I mean, Andy and Stephanie talk about business stuff, but what is, what is Uncharted relative to everything else?

This is, this is what Uncharted is. So Uncharted is taking this tool, which is a good tool. It works. And Uncharted's philosophy is, this is a good tool. You are not going to use this tool until you sit down with people and look at them in the eye and talk to them about why this is important. And listen to them. 

Stephanie Goss: Give them time to learn.

Dr. Andy Roark: Give them time to learn and listen to them. And have an honest conversation about why this is important. What we want the experience of working here to be and what our values are and and and how we care for our patients and what experience we want to create for our clients.

Stephanie Goss: And hear, and hear their feedback, because they may have, they may have an experience that is completely different from yours, and if you can't listen to anything that they have to say, and, and the, I know that the first thing that comes out of a lot of people's mouths is, well, but what happens when it's just an excuse? Like what happens if they're just using it as an excuse to not do their job? You have to remind yourself. That's the, that's the angry, that's the angry manager headspace that we were talking about at the very beginning of this podcast. You're in that headspace because the reality is people don't come to work every day wanting to do a bad job.

And if, and if that is your gut reaction is like, well, they're just giving me an excuse. Like I am listening to them. I'm asking them why it happened. And cause this is part of the learning process. Like it takes time to get there. And you get into the space of, okay, well, I asked them and I listened and then their feedback was, well, I just went to do this other thing, but this is still important. And so they're still not doing their job. You have to like, really, really listen,

Dr. Andy Roark: Yeah, you do.

Stephanie Goss: You know, because it may be in the moment, they didn't do it. And it and it is somewhat of an excuse. And if there is feedback there, like, This may not be realistic because dot, dot, dot. And then they tell you something to your point, Andy, like that's how you learn the middle ground to meet them in the middle.

Dr. Andy Roark: Yeah. You can't discount the idea that perhaps the person who's working on the floor actually doing the thing has some insight into it that you in your manager's office or in your doctor's office don't have. And so, again, don't, I mean, again. Maybe they are making excuses too. What is the worst case scenario?

The worst case scenario is, you end up doing what you were planning to do anyway, but at least you have tried to engage this person, and you have an understanding of what their feedback is, and you're still going ahead and doing it. But at least you tried the easy way and so that's that's the first thing is you've got to get a foundation in why why do we and again it doesn't people like I have to have this conversation for every little rule. No, no, you don't you need. 

Stephanie Goss: Cause if there is a clear why you don't have to have the 

Dr. Andy Roark: Exactly if you say so again, so so. Let's just explore this why a little bit. Generally I'm not gonna have a conversation with the team about every little rule but all of the little rules come together to create the overall experience.

And so if you haven't sat down with your team and said to them, Hey guys, let's, let's, I want to have a conversation with you guys. I want you to imagine a really great veterinary team. I want you to imagine that. What does that team look like? How do they behave? What does their clinic look like? And they're going to say things like, well, they treat each other with respect, and they smile, and the clinic is clean, and the equipment is well maintained.

You go, yep, and you're going to write all those things down. And then you're going to say, what do they sound like? They give each other positive feedback, and they encourage each other, and they don't badmouth the clients. You say, okay, cool. What does it feel like to work in that team, guys? At the end of the day, what does that feel like?

And they're going to say, it feels like, it feels rewarding. It feels like we're working hard, and we're getting things done. It feels like we're making a difference. They're going to say whatever they're going to say. And every team is going to be different. There's not a right answer, but they're going to tell you what that is. And then at the end of that conversation, you're going to say, are some things that we can do, or what are some things that we can agree to as a team so that we can look like and sound like, and feel like a great veterinary team, and then you're going to shut up and you're going to let them tell you what they want to do and what they're excited about.

And then you're going to lean in and you're going to support them. Then we're gonna get started, and we're gonna, and we're, this is our time to say, hey, we've got some, we've got some rules in place, we're agreeing that we're gonna do this, and, and this is, and now we're gonna start, we're gonna go forward, and I wanna support you guys in this, and it shouldn't all be stick either, like, that's the other thing, is 

Stephanie Goss: Yes. 

Dr. Andy Roark: It should not be, it should not be a punishment culture. It should be a positive, are you celebrating them when they live the values? Are you celebrating them when they do the good work? Oftentimes, you know, I use this example all the time. People are simple animals. I don't care how many degrees you have, how smart you are, you're a simple animal. And we don't train people, we don't train simple animals with negative reinforcement, do we?

Like, we figure out how to positively reinforce and we do it. And humans are the same way. And so if you want people to follow the rules, what are you doing to positively reinforce them following the rules? Like, how do you, how do you do that? And anyone who tries to push back and say, well, it's their job.

I go, all right, seriously, let's think about this. My job, my dog's job is to be a good dog. He ain't doing it. If he doesn't get positive reinforcement, you know, it's just, you've got to, if you want to have a good culture, you have to build it with positivity, you

Stephanie Goss: It can't be, it can't be a transactional. It can't be the, you just show up and do your job and I give you a paycheck. And that's why we have a relationship because that is, no one wants to work in that environment.

Dr. Andy Roark: Well, even the example that you gave earlier, I think is a good one, right? So we've got this person. Let's say that they were a VA and they have finished their training and now they're a vet tech. Right. So they've gotten credentialed and they're doing it now. And they're like, well, I shouldn't have to do those things because other people are more capable of doing those things.

That person is not necessarily wrong. You can run your business in different ways. You could a hundred percent, like it's not heresy or stupid to say, I want my credit credentialed vet techs doing things that only credentialed vet techs could do. That's not a bad business model and that's not wrong, but if everyone's expectation is no, we all, we all take cases from start to finish and that's how we run our business. That's not wrong or bad either. Not at all. But you can't have one person whose philosophy is credential vet techs only do things credential vet techs can do. And another person who says, no, we all take a case and we stay with that case from beginning to end.

Those are conflicting systems. And so sitting and talking with them is not bad, but hear them, hear what they say, and talk about the decision that was made and talk about, Hey, you know, here's the thing. We, we look at that model, the downside, and I would, I, I always like to ask the other person the question.

What do you think the downside of that model is? Think about, think about where, where does that model, why do some people not like that model? Well, because when you're new, you're cleaning fecal loops all the time while the experienced people are doing all the fun stuff. Like, yeah, that's the answer. And we want, we have a, and if it's on growing and training.

And so that's why we decided this is not because we don't think your skills are valuable. Not because we think that you couldn't do other things or we don't have enough work. We want to grow and develop people, which means we don't want to have people who can only do the most basic of work because other people get to do all the fun stuff.

And so that's just what we decided. And that's the why. And if they, if they hate that why, they go, I fundamentally don't agree. Unfortunately, they might not be a good person for your practice because that's, yeah, That's, that's your, how you decide to grow your business. But at least we're having conversation about the purpose and, and why things are the way they are.

And, that person can feel heard and I'm going to do my best job to be a good active listener. And then ultimately we're going to say, well, this was the decision that was made and this is how we need to go forward. And now we're going to switch over and start holding people accountable.

Stephanie Goss: And I think when you, the other thing that I would say is a lot of the time, and I don't know about you, Andy, but I feel like a lot of the time I get asked the question of like, I don't want to have to be the one to mediate these conversations. Like, how do I get them to talk to each other? Like when somebody is, you know, when somebody is leaving their mess for other people to clean up, how do I get them to talk to each other about that instead of coming to me and being like, well, you know, now that Avery's a, you know, an RVT, she's not finishing her cases. She's just bailing and leaving our mess for, you know, Sarah to clean up as the, as the VA. When you have a culture where you consistently have everybody involved in creating the why, and they understand it from both sides, it makes it easier for them to hold each other accountable.

It makes it easier for Sarah to be able to say, hey Avery, you know, I know you wanted to get that next patient into, you know, into surgery and I know that you were, you know, just trying to get, get things going and this is how it impacted my case cause you know, then Dr. Sarah asked me to bring a patient in and there was no clean space and so, hey next time would you, you know, be able to just finish your case from start to finish because we all, we all agreed that that was how we were going to do cases in the hospital.

Like, would that, you know, can you, can you help me out there? Those conversations only happen in an environment where there is the psychological safety, but also where there is the trust and the trust comes from what, when everyone understands the why. And so for me, the Jedi place as a leader is to get to the, the team has those easy, hard conversations, if you will, of talking to each other because they all know the why and they can have, they can say that to one another.

And I have to deal as the leader with the ones where they're like, hey, we've had these conversations and this is consistently still happening. And the reason I've been given is just because I don't agree with that. And so I'm going to do it my way because that's something they can't deal with as a team member.

That's something that's for me to deal with as a leader, to your point, to say, Hey, maybe this is not the right hospital for you. I want to deal with those kinds of conversations, but that only comes when we create that space where they're all involved in the why. And it's just as easy for one of them to say, hey, I need your help. Can, can we, can we do this? Like that comes naturally when they're involved in the why.

Dr. Andy Roark: Yeah, that, that is the Uncharted way. Like, that is the uncharted way. It's not about me policing people. I hate that. It's about us having a good conversation with the group and having them encourage, support, appreciate, praise, and sometimes gently correct.

Stephanie Goss: Right.

Dr. Andy Roark: And, but that only happens with this conversation.

Okay. Once you get through that step, which I think is really important, and there's a million ways to do it, it depends on, on what we're talking about. Once you get through that step, the internet advice is probably fairly accurate from the basic blocking and tackling. Set clear, set clear expectations, have clear metrics that people can see, so they know that there, if I thought I cleaned the exam room and I didn't meet your standards of cleaning the exam room, I don't know that because I thought I cleaned it and you're like, he didn't clean it. And so, that's, those are, the expectation may be clear to some, that the exam room has to be cleaned, but the metric you're using for cleanliness, I'm, I'm not understanding.

Stephanie Goss: Yeah. What does clean look like? Yeah.

Dr. Andy Roark: Exactly yeah, and so, clear expectations, clear metrics, and then, and then, this again, this is also uncharted territory right here. Feedback. Culture. You cannot police culture. You cannot catch people breaking the rules until you have a good culture. You have got to celebrate culture. You have to celebrate the people who are showing the values that you care about, that are making your hospital the place you want it to be. Celebrate, celebrate, celebrate. And a lot of us, we don't do that because it takes a lot of work.

Stephanie Goss: Yes.

Dr. Andy Roark: But that is, that is where the rubber meets the road. And so, talking to people about not meeting expectations should be a small part of the feedback you give. The majority should be saying, Hey, I saw you grabbing those fecal loops and cleaning everything up, and I know that those probably were not all your cases, and I just want you to say, I saw you, and I appreciate you.

Thank you for doing that. You know, or write a thank you note and just say, Hey, I just wanted you to know, I've noticed recently how much you do around here, and it really matters to me. And again, that is time well spent, but a lot of us, we say, if it's not broke, I'm not going to touch it. That's, that's, that's not a, it's not the investment you think it is.

So anyway, so there's that. Document mistakes. And then manage the wrong people out, you know, so if we had the conversation and we said these are the expectations and people fail to meet the standards or they don't follow the rules or they continue to cut corners and you say, you're cutting corners in a way that is not acceptable, we are going to be a higher quality practice than the medicine that you are determined to practice.

There's no reconciling that. You know, if I have communicated it and I'm holding someone accountable and they refuse to change, there's, there's only one way out of this. Again, you always, you pick your poison. You always pick your poison. Do you want to be a practice that practices that quality of medicine?

Or do you want to part ways with that person who's determined to practice that way? Those are the only two options after you've had conversations and managed. If they're not changing, pick your poison. Those are your two paths. 

Stephanie Goss: Mm hmm. And I think where you, where you started in the very beginning with the idea of, is this the hill you want to die on? That's really important here because do you want to fire someone because they're leaving fecal loops in the sink? You, as a manager, you have to ask yourself questions that seem nuts like that.

It's like, this seems really, I can't, it's surreal that I would fire somebody for leaving fecal loops in the sink. If your answer, if you don't understand why your answer would be yes, probably not the hill you want to die on. And so if your answer is yes, then you, from an action set perspective, absolutely have to ask yourself, like, did I make it clear?

Do they know how to do, to your point, do they know what clean looks like in the exam room? Have we trained them? Have we practiced? Have we done all of the things? And that, that comes with the documentation. And for, again, for a lot of us, this is where our tools as managers was, well, you just tell them that they didn't do it.

And then after you've told them once, then you write them up and then you write them up again, and then you fire them the third time. Well, okay. But telling someone, hey, you didn't do this thing is vastly different from actually making sure that they understand not only what does that mean, but to your point, how to do it right.

And then giving yourself, like if you on the other side of that equation are not working harder to recognize them doing it right, then you are working at catching them doing it wrong again, then you're not doing your job ass a leader. And I think that that's one of the hard realities because for a lot of us, we, that's the tool we're given.

Dr. Andy Roark: I, no, I agree with that. That's, that's the tool we're taught and we're given. It's just, I don't know, that's not, that's not the relationship you want to have. That's not the job you want to have. You know, it's just it's sad. But here's, here's the other reason it doesn't work, too. And I'll say this and everybody will be like, oh, yeah.

You know, so you're given that tool and so let's say that you've got this technician who just became a technician and now she's doing these things and she's doing other things. Let's just say that she's busting her butt. Say that she's not doing fecal loops. She's not cleaning up exam rooms, but she's everywhere else doing all sorts of stuff.

You're telling me you're gonna fire this person because she doesn't clean fecal loops. That's what you're gonna tell me and again, I see people in that boat all the time. They're like, she has failed to follow this rule, and now she's being written up. And I'm like, yeah, now what you gonna do?

You're gonna fire her over this rule that's kind of dumb, or that's not really that big a deal, even though she has this massively positive impact in all these other areas? How about you just talk to her instead, you know, but, but that is when people realize, I think that's when people feel really powerless is because someone said, this is the tool.

And when you first hear it, you're like, yep, that makes sense. And then you find yourself in the position I just described where you've got someone who did not buy into the why for this specific rule or these specific sets of rules, but otherwise are a good person who works hard and matches the values of the practice.

And you're like, what are you going to do? You're going to continue to hammer on this person that's 85 percent good for your practice and your patients that the clients like or are you going to step back and have a conversation and just sort of like try to try to reach a middle ground here and try to try to understand each other but people skip that step and it's just it ends up in a sad place.

Stephanie Goss: I think it's really important to be able to ask yourself about the hill and, and whether this is, whether this is a hill to die on, because for some people and for some practices, it may be, it may be the fecal loops in the sink are absolutely unacceptable. And there may be a reason in that practice that that is the case. And that may be a choice that you want to make is like, if you cannot do this, you cannot work for our team. Okay. That's, you know, it's, it's your business and it's your choice and you, you can absolutely do that. And where I see this come up a lot to your point, Andy, of If they're doing everything else great and it has to do with being late. I see it so much where people are like, well, I have a doctor or I have a technician and they're amazing and they're always like 15 or 20 minutes late or they're always 10 minutes late.

If you are, and this is where it gets dicey for the people who, our can, our process people and systems people and control people is like, well, if you're going to hold everybody else accountable to this rule, but you're going to let them slide because they're doing everything else right, then how is it actually A, fair, and B, a rule. And I think this is where you have to ask yourself that question as a leader, which is, have I done my part? Because if there is a really strong why to having that, it is important that the team all be here so that we can be on time for our clients. That's a super valid why. And if you have a team member that you cannot hold accountable to that, it doesn't matter if they're a licensed technician or a doctor.

If you, if there is a strong why and there's buy in from the entire team, if you don't hold them accountable, that's how you help as a leader create a toxic environment in your practice. And so the flip side of this is, would I as a leader choose to have fecal loops be my thing? Probably not, man. I'm going to be honest with you.

I'm going to let that one slide if they're doing everything else right. I'm going to try and find some middle ground. If it's something that the whole rest of the team agrees in, is bought in on, and there's a really strong compelling why. You absolutely have to, to work on that and deal with the person.

And it may mean if you actually have told them and you actually have walked through the process and you have helped them, you can say, I've done everything I can to help them understand the why, that's a, that's a slippery slope if you don't do something about it.

Dr. Andy Roark: Yeah, I agree. That's all I got.

Stephanie Goss: Whew, man! This one was a fun one. And look at that. It was our, it was our shortest episode, but yet we still managed to find lots to chat about.

Dr. Andy Roark: Yeah, sure. Our shortest, shortest question. Not our shortest episode.

Stephanie Goss: Our shortest question. Our shortest question. All right. Have a great week, everybody.

Dr. Andy Roark: Thanks, everybody.

Stephanie Goss: And that's a wrap on another episode of the Uncharted Podcast. Thanks for joining us and spending your week with us. If you enjoyed this week's episode, head over to wherever you get your podcasts and leave us a review. It's the best way to let us know that you love listening. We'll see you next time.

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

Feb 14 2024

When The Vet Won’t GO FASTER

This week on the Uncharted Podcast, Dr. Andy Roark is joined by veterinary practice management expert, Dr. Amanda Donnelly and together they tackle another question from the mailbag. In this episode, they take on the challenge of a veterinarian who, despite being exceptional with clients and production, struggles with efficiency in exam rooms, causing a backlog of duties. This backlog bleeds into other doctor's plates, having to have them finish his work yet the practice owner is hesitant to discipline for fear of losing this veterinarian. Dr. Amanda Donnelly offers her insight to strategize ways to set clearer job expectations, foster self-reflection, and provide effective feedback. Together, they explore external resources like mentorship programs and leadership coaching to enhance the vet's performance. Let's get into this….

Uncharted Veterinary Podcast · UVP – 273 – When The Vet Won't GO FASTER

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 roleplay 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

📚 Explore more about the book and veterinary leadership on Dr. Amanda Donnelly's official website: AmandaDonnellyDVM.com Dive into the world of veterinary leadership with Dr. Amanda Donnelly's insightful book, “Leading & Managing Veterinary Teams.” This definitive guide explores the essential principles of effective leadership in veterinary medicine. Discover practical strategies and valuable insights to elevate your team management skills. 🔗 Get your copy on Amazon: Leading & Managing Veterinary Teams

ABOUT OUR GUEST:

Dr. Amanda Donnelly, a speaker, consultant, and author with over 30 years’ experience in the veterinary profession. She is a second-generation veterinarian who combines her practice experience and business expertise to help practice leaders communicate better with their teams and clients. Dr. Donnelly is a graduate of the College of Veterinary Medicine at the University of Missouri.  She is the author of Leading and Managing Veterinary Teams and writes the Talk the Talk communication column for Today’s Veterinary Business. Dr. Donnelly has won many accolades including being named the 2023 Practice Management Educator of the Year for WVC.

⚓ Join us at the Practice Manager Summit – a virtual event designed to tackle the unique challenges faced by practice managers. Dive into interactive workshop sessions, peer discussion segments, and experience the energy of Uncharted events firsthand!

✨ Explore sessions on managing team conflicts, enhancing team retention and setting boundaries in a management role.

✨ Connect with fellow practice managers and exchange insights that drive meaningful change.

✨ Earn 5.5 CE credits towards CVPM, enjoy dance parties, giveaways, and more!

Ready to make waves? Join us at the Practice Manager Summit and let's redefine veterinary practice management together!

Upcoming events: unchartedvet.com/upcoming-events/


Episode Transcript

Dr. Andy Roark: Hey everybody and welcome to the Uncharted Veterinary Podcast. Guys, we got a great one for you today. The one and only Stephanie Goss is off today, but I am pulling in an amazing guest, a mentor of mine, someone I look up to. I'm just going to keep her secret here for a moment until I introduce her.

But we have a great episode about a doctor who is really slow in the exam rooms. Really slow. He's been there for nine months. The practice owner just really doesn't want to write him up because, hey, we don't want to take off the doctors, but he's falling behind and he's not getting his medical records done.

And he's doing phone calls instead of coming to staff meetings. And worst of all, The other doctors are having to do some of his phone calls because people are waiting all day and he's not getting to them. And so other doctors are getting pulled in to help clean up and juggle these clients. And this is not good, but he just doesn't seem to see a problem with it.

Guys, this is going to sound real familiar for a lot of you. And we got a fresh take on tackling it today. So it's going to be a great one. Let's get into it.

Andy: And we are back. It's me, Dr. Andy Roark, and the one and only Dr. Amanda Donnelly. How are you, Amanda?

Amanda: I am great, Andy! How are you?

Andy: I am so great. I am thrilled to have you as my wingman and co host on today's episode. I have admired you for years. You've been someone who's been a mentor to me in my career. You are, for those who do not know you, you are a, you're a second generation veterinarian. You are a well renowned, world renowned, well renowned speaker. You've been the Practice Management Educator of the Year at the Western Vet Conference. You write a wonderful column in today's Veterinary Business Magazine that runs with the column that I write. And I always pull your stuff and want to read and see and see what you're doing and see what you're talking about.

You have probably written, probably I don't think I don't think I'm trying to think of anything that might compete with it. You have written probably my favorite book in veterinary veterinary leadership, veterinary management. It's called ‘Leading and Managing Veterinary Teams‘. I am thrilled to have you here. Have you been?

Amanda: I’ve been good. And thank you for all those wonderful accolades. I really appreciate it. I've been super busy. That's it. That's a good, that's a good thing. It's a good time to be in veterinary practice management and speaking.

Andy: It is. To you, number, so just a side before we get started, when, when you're talking about looking at practices and working with them, are you, are you. How much emphasis are you getting on going faster? Is this, are you getting a big push for increasing efficiency? Cause well I just came back from the VMX conference and that's what I heard about again and again was people saying, how do we go faster?

And I thought that was kind of odd, it wasn't what I was expecting. Do you, have you had that experience?

Amanda: Well, you know, what's interesting, what I have found is that yes, increasing efficiency is still incredibly relevant even now that we've come out of the pandemic years. But I am hearing a lot more reports about practices slowing down. So the efficiency point, you know, really That needs to happen But some of the practices at least some of the ones that i'm working with and that I talk to The, they're concerned about making sure that they are getting more clients in, you know?

Andy: That's why that's why I was surprised. So, so in Uncharted, you know, we always watch trends and talk, talk with our practices that are, that are members and things. And we had, in the last quarter of the year, we saw a pretty marked slowdown. It's very regional. Some people were like, we see no change, but we were having some that were having pretty substantial drops in their, in their clients coming in.

It was, it was, that's why it was so interesting at, at VMX. I would talk to groups that were like, oh, we really beating the demand. It's going to be huge. And I. I thought, man, that's, that's not what I'm, what I'm sort of seeing. That's kind of why I was sort of fishing to see, see where your head was at.

I'm really sort of talking to people about go ahead, making sure you're gearing up your client reminders. You're getting your, your marketing back on point because we didn't have to deal with that for a long time. We had more work than we could do. But I think we're, it's time to start reengaging our client communications to make sure that if a demand for vet services starts to dip, the individual practices is, is taken care of as they can be.

Amanda: Yeah. Yeah. No, I couldn't agree more. And I have gotten a surge in the last six months of people asking me to help with client service and client communications. And nobody had time for that, you know, from 2020 to 2022.

Andy: do think that fell off. Yeah, I think I think you're spot on I think I think everything swings like a pendulum, you know, I think there's when everybody was swamped and trying to doggy paddle keep their head above water The client service part was not high on their priority list and you are swinging that swinging back.

 I think clients are a bit more discerning right now. I think that they're kind of looking for reasons to keep their wallet in their pocket, not just in that medicine, but in everything. And I think that client service communication part, the education importance is climbing back up, which is good to see, but always changing.

Hey, I got a I got a case for you from our mailbag. And I thought you would be uniquely suited to come in and help me sort of break it down. Is that okay?

Amanda: Hit me with it.

Andy: All right, cool. So there's a little bit to it, but basically here goes so so we got an email from a practice manager and they're in a four doctor practice and they say they have a great culture and they got a fantastic team but they're having a hard time with one of the Doctors.

They said he's an excellent vet when it comes to clients. Most of them love him and he's pretty good producer too. He can sometimes run behind because he has his quote special clients unquote. That while they do spend a lot of money at the clinic, he ends up chatting with them for a long time. So I don't know.

Maybe you can make an argument that's concierge care. I don't know. We'll come back to it. We've tried extending his appointment times for those certain clients, but then he's still like whatever time he has, he just takes that time. Plus 30%. Like, so if you give him more time, it just seems like it gets, it gets longer.

He also has a bad habit of not finishing up his charts, and he runs behinds on phone calls, so he ends up using like, if they have a staff meeting, he's never there, because he's always trying to get his charts done or his phone calls. Stuff like that. It's frustrating to some of the other doctors. I think one of the things that would frustrate me is that some of the phone calls are falling on other doctors because clients are mad because he's not getting back to them, so the other doctor's having to call.

And so that's a problem. It sounds like these guys are running a really good ship. When they, when they talk to him about, about it, and they talk to him about running behind, he says that if he had more technicians, he'd be able to do more. But, but they've got a three to one tech to doctor ratio, which again, sounds really solid.

And the other doctors are making it just, just fine. And so anyway, I think that that's the main thing. They've brought up dictation softwares and, and he says he just, he, he thinks it's faster to type and it just, it seems like I've got a frustrated manager here who's really trying to throw everything at this doctor.

To get him get him out of the rooms and get him back on track And he's just not I don't know if it's a self awareness thing, but he's he just doesn't seem motivated. Now, I will also say, I know you see this a lot doctor retention is important at practices. Right now doctors are very hard to find and we all have the interest of keeping our cultures good and we want to motivate people the nice way and we like to retain our doctors if we can because it does sound like this guy generally is doing a good job and is popular.

It's just this point of frustration that's dragging them down. So. When I tell you all that, Amanda, sort of lay it down, let's, let's start with head space here. So, so put yourself in the shoes of the manager. What, what are you going to think of so that you can be productive in this situation? What do you think?

What do you think people need to kind of understand about positions like this?

Amanda: Well, this is an awesome question. First of all, I've just got to say, because I have heard similar challenges from other managers. So I love that we're talking about this and clearly it sounds like she's super frustrated and understandably so and, and stressed, you know, because now she has a doctor who should be doing his work, but she's having to spend all of this time trying to get him to be more efficient.

Which, you know, if he was doing his job, she wouldn't have to be spending time on that. And so that's a problem. Um, so, I mean, if I think about, you know, like, what is she thinking in her perspective, I'm assuming that she sees this as a lack of accountability. He's not doing the same thing that the other doctors are doing.

You know, maybe she even feels he's not being a good role model you know, for the rest of the team. So, but I think the main thing, you know, for the manager is just this frustration about how do I get this guy to do– this doctor to do what he's supposed to do, 

Andy: I think you touched on one of the big ones for me is it's really easy to tell yourself stories about this. You know what I mean? Like, he's lazy. He doesn't, especially when you talk to the person, their behavior doesn't change and start to be like, he's, he's acting like he cares, but he doesn't care. He's not taking this seriously.

And My, sort of my, that's my part for Headspace, is I look at this and say, I really appreciate how this person wrote into the mailbag, because it does not feel like they have, they're frustrated, it does not feel like they have tipped over into the point of being just, enraged or, or just going down an aggressive sort of toxic path.

And it's again, you can be, one of my friends calls it justifiable anger. It's like you can easily justify this anger and also know that carrying that anger around when you plan to deal with this is probably just going to get in your way and reduce your chances of being effective.

Amanda: Yeah, it sounds like the manager has actually been incredibly helpful to try to help this doctor. So I agree with what you're saying.

Andy: I also, you know, I think they mentioned the team a number of times and you get into headspace and You know, I think one of the big things for me when we talk about Just management in general. I'm a big fan of the idea that we're all trying to achieve balance, which is I do want to support this doctor. But also I can't have my other doctors being mad because they're doing calls to frustrated clients who've been waiting all day to be talked to like that's not Okay.

And I'm a big deal. I'm a big fan of like medical records are part of being on the team, especially if we're in doing modern medicine, where we pass cases around, where we try to leverage our technicians, where the front desk is doing communication for us. You can't not write up your charts because you're really letting down the whole team.

And again, I don't think this comes from a, I have never seen an evil doctor. That's just like, I don't care. I just, I know that they're. busy, and I know they're getting behind. I just, for me you can hold two things in your mind at the same time. You can decide that this person's behavior is not okay, and also empathize and be like, hey, I know what it's like.

We're all, we're trying to do a good job. I suspect oftentimes when I see doctors like this, like relationships are a big motivator for them. You know, it's, it's, it's their, it's their love languages, relationships, and maintaining relationships, and so the idea of cutting people short. It's just, it's, it's very hard for them and it can also be unacceptable to our team.

Both of those things can be true.

Amanda: Yeah. I think what really jumps out at me when you talk about this case is, you know, what, what is the doctor thing? Cause they keep asking him to, to, to be on time and, you know, and he's, he's not wanting to change his behavior. And so what jumps out at me is that he probably doesn't think this is a big problem, or, or presumably he would have made some changes.

And what is fascinating to me, and I've seen this with other doctors in my entire life and career, is that they'll help one client and go overboard to help them, or I've had other doctors that run behind. Either because they don't have good communication skills or they chat too much with clients or whatnot.

And so, like you said, they have this desire to have this great relationship, but then what they forget is what about all the other clients that they're not taking care of? So, not doing the callbacks, not having the charts done. That is hurting those clients. And what about the clients that are waiting?

You know, so, you know, because you're running behind so we're really not, you know, serving all of the clients Well with his type of behavior and as you also said there's an impact on the team So I think that is I don't think he's really appreciating the impact on the team, the other clients, and then of course the business at large

Andy: Yeah. You're speaking at the Uncharted Practice Manager Summit on February 28th. It's a virtual conference that is only for practice managers. And so it's a one day event, you're doing a workshop called how to create a culture of accountability. And you mentioned accountability here as well.

Talk to me a little bit about what that culture of accountability would look like. So I think that's good headspace before we actually address this doctor. How does that, how does that sort of start to come together in the mind of the practice manager?

Amanda: Well, I think that, yes, you're right. I love talking about accountability and I'm happy to be able to talk about this at your conference. I think that so much of accountability is the doctor doesn't, is, is trying to figure out what is the underlying cause and, you know, with him, I think it's, it's a little different, you know, being in a doctor situation, maybe, but I think he doesn't understand the ramifications of his behavior, but also made, I don't know, maybe the expectations were never clearly established at the very beginning.

So we've got, you know, so one of the causes of lack of accountability can be lack of clarity. Now, they keep saying. You need to do your records on time, or you need to be on time, or we're going to pull you out of the room, you know, those kinds of things. But fundamentally, he's been practicing for whatever period of time and, and, and another cause of lack of accountability can be lack of consequences.

So if there's not any. ramifications or consequences for him continuing this behavior, he's going to keep doing it. And then I think what happens is the lack of clarity here might be maybe he doesn't have written job expectations. Maybe, you know, the parameters he has to work within haven't been established.

But also what happens so often is what I find is that managers or medical directors, they might talk to an employee, in this case, it's the doctor, but it starts to really sort of just be tuned out and sound like blah, blah, blah, blah, blah to the person who's receiving it because they're like, yeah, they're nagging me.

But, you know, I'm doing, you know, people like me, you know, I'm making the practice money. I'm helping these clients. And so they just, they don't see the big picture. So part of it is figuring out maybe from a lack of accountability is we have to set those what are the policies and protocols that a person needs to work within and what are the consequences of not doing it.

But I also think in this case, especially since he's a doctor, Andy, is he's in a leadership position and I don't, I think a lot, a lot of times associates don't necessarily think, oh, wait a minute, you know, I, I got that DVM and along with it, I got, I also had this leadership certification, whether I want it or not.

And so, that's where part of the lack of accountability piece also, you know, dovetails into self leadership and getting him to identify, you know, some of the things that he needs to do, which we can talk about some of the solutions, but I do think that that's a lot of what's going on here, too, is not just the lack of accountability, although there is that, that he's not taking ownership of, but then there's also a lack of leadership skills on his part.

Andy: I agree with that. I think that's a really good point. I like– you put your finger right on the doctor as the leader and sort of, you know, people, people have a responsibility because of their title. And so I think that's interesting. I want to unpack the self leadership part with you in a second. But have you so you I think you're spot on about a possibly just say a lack of clarity, clear job expectations. I think it's fair to say, Hey, our expectation is that clients get called back within a certain time that you write your charts up. That's a very easy expectation to set things like that, that other doctors don't have to step in and do parts of your work for you. Are there, are there other expectations? How do you set expectations for staying on time, Amanda? Because it's kind of, at least for me and my career, it's always kind of been a willy nilly thing of nobody really, it wasn't ever like, I'm sorry, Andy, if you have a 30 minute appointment.

And it starts at 2:30, at 3 p. m. you need to be out of that room. And I've never, I've never been held to that standard. And I think, you know, different cases involve different things. How do you set expectations for people staying on time? Have you ever seen something like that where there's a metric where, I mean, honestly, I, they have already done the thing of sending the technician in with a code to say, really, we need to move on.

But is, how do you set clarity around, hey, this is the pace we would like for you to keep up? Have you seen that?

Amanda: Well, yes, and no, I guess it's, I'm going to waffle a little bit because yes, I've seen the expectations be put in place, but, and I've seen people that run on time and people who don't because this reminds me, this reminds me of a relatively young doctor that I worked with a couple of years ago, who was, who was always 30 minutes or more behind and the rest of the practice was not.

And it was definitely how he managed his time, but all, but it was very specifically how he communicated with clients. So, the fix wasn't to say just the expectations are for you to run on time because he just, he couldn't, he couldn't adhere. I mean, he basically couldn't meet the expectations. So the fix wasn't just about setting expectations, it became helping him with some client communication skills and a few other strategies for how he could

be on time. You know, how he could change his client conversations maybe leverage the staff up a little bit, but I think part of this is going to be with this particular doctor is helping him with some leadership coaching and some client communications training and also. I think the question is, well, why do these expectations, you know, even exist?

And I still think too, another thing that we didn't really hit on is why can the other doctors all run on time pretty much? And he can't like, what is the difference? And I'm guessing that the difference is that he spends too much time in the room, but see, it might just not be chitchat. Maybe the staff thinks it's chitchat, but maybe he doesn't run an organized appointment.

Maybe he's all over the map. See, maybe he's like, Oh, we could do this. We could do that. And I don't know, you know, so there, there, there could be an organizational flow issue that we need to, you know, videotaping his appointments might be really helpful, but I think you have to drill into that. Yeah. And determine if there is something missing here that he needs help or training with why he can't do it, why he can't adhere to the same time limitations as the other doctors.

So I think there's that piece to maybe dissect a little bit. But then fundamentally, very much, this is going to be, I think, a coaching opportunity.

Andy: I, I, I like that a lot. I think that's a, I think that's a really good call out. Again, I said, you know, we yeah, be careful what the stories we tell ourselves. I think your idea of what if he's what if it's not chit chat? What if he really just does not have an organized way to approach his appointments or he's not he's not good at creating, you know treatment plans that are concrete and presenting them in an actionable way I think that's a really good call. So, you talked about Self leadership.

You said, you know, so I'm totally with you on the idea that, that the doctor is looked up to and, and is sort of setting a precedent and a tone sort of for the team. And by the role of doctor, you have certain leadership responsibilities. And so talk to me a little bit about the term self leadership, and ike, what is that? How is that different from just saying the doctor is a leader? Unpack that for me.

Amanda: Well, if you look at definitions, and I try to keep this pretty simple, but if you look at, like, what's the definition of self leadership, it's going to be that process of influencing your own thoughts and actions towards achieving your goals. And the goals, some of the goals here, of course, that we're referencing would be the hospital goals of seeing not only seeing all of our patients and taking care of them, but also excellent client care.

But it is that it's that process. It's that self process. So it's the process of influencing your own thoughts and actions towards achieving. You know, whatever the goals are your own personal goals or the goals that, you know, have been put upon you. So, in this instance, it would be looking at the piece that I think might be missing here for him is that I'm not sure there's any self reflection going on.

So, self leadership requires self reflection. What's working well for me? What's not working so well for me? How am I impacting others? You know, how am I how can I change? See, I don't think he, I don't think he sees the, from what we know, it doesn't appear that he sees the need fundamentally to change. He, he knows they want him to change, but I don't think he really feels the need.

And I think with self leadership what, what the action about is, is identifying, well, okay, what, what needs to change, you know, that would make everything better, you know, would help the team, would help my coworkers, would help the clients, would help. Cause see, he could actually see more patients. 

If he was able to be more efficient. So it's, it's the self reflection of, oh, wait a minute. Okay. Maybe there is something here. They're not just nagging me and, and getting him to self-reflect. I think that's going to be a real important for him to see that his leadership, see doctors.

Associate doctors may think that their self leadership or their leadership role at the practice is just to direct traffic, which is, of course, true. You know, I need you to call this client. I need you to set this IV catheter, whatever, but it's also about. bringing a team together and, and he's creating chaos, you know, sometimes for the team, he's not bringing the team together.

He's not being a role model. So the self leadership part of that is helping him understand that, that it's not only about the medicine. And that's the part I think that associates miss is that whether they want to have the leadership role or not. They do have it as it relates to the team. It's not just about patient care and client care.

It's how they interface with, with helping the team and getting the best client service, the best patient care throughout the day. And that's the piece that I think he's not seeing that some of these individual actions have a greater, broader impact on the business. And specifically, you know, when I say the business, I mean, client care, potentially patient care, but very much the efficiency of the practice, the stress of the team, you know, now somebody is having to try to pull them out of a room.

And I think the biggest thing here, and we can get into this more, but I feel that this manager is perhaps thinking that this is like her problem to solve. And I'm like, wait a minute. It's like if they're if they're saying, oh, we could do dictation software and oh, we could, you know, we could give you more staff or oh, we could change this protocol or oh, we could get have, you know, pull you out of a room.

It's like the practice is doing all this work to try to help him. What is he doing? I mean, he's not taking ownership is what I'm saying.

Andy: Oh, I, I, you just blew my mind. I, I love that you called that out at some point. We've all probably been in a relationship where we work too damn hard to make the relationship work and we just didn't feel like the other person was, you know, was coming with their half of the relationship. And so I think, I think that's, I think that's a really good headspace.

I am chomping at the bit to dive into this a little bit and start to say, well, how do we actually move this case forward? Let's take a quick break and we'll come back and then we'll get into the action steps. Sound good?

Amanda: Yeah, that sounds great.

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 ya there.

Andy: Alright, so let's, let's get in this unpack what our actual strategy is going to be.

So we've got this manager who's asked us, and I may not have mentioned at the beginning, this doctor has only been there nine months. It's not 90 days, but in their practice, it's fairly new. I feel a sense of urgency here. And I don't know if you would agree and you would say, no, that's not, it's not a problem for me.

I'm going. This feels like an important time, and if we kind of take our foot off the gas here, or just let it ride for a while, then some of these behaviors are going to really crystallize and be a problem later on. So I, I'm wondering if you're feeling a sense of urgency, but as we, we sit down and we've got this manager and we say, all right, let's decide what we're going to actually do.

Where, where do you start with this, Amanda? Kind of what's the first thing you'd say? This is on the action plan.

Amanda: Well, I think the first is so often we don't have a job description for veterinarians and that's going to be pretty streamlined because it's going to say the obligatory information about. You know, their patient care and if they do surgery and all of that, but what I'm talking about is what we want to put in writing, what are the job expectations?

And I'm, I'm referring to these types of job expectations that records will be written up in a timely manner. And of course you have to define, well, what is a timely manner? So you can't just say, you know, timely, cause that might be a week to them.

Andy: Sure, that's, that's, that's seven days, in my mind.

Amanda: But I do, I do think we need to start with putting the expectations in writing so that that could be given to him.

And of course, key point here, that expectation should be given to all the associates, not just him. But then I think the core crux of all of these action steps are mostly. Going to be coaching sessions with him and recognizing that it won't be a one and done. I don't see this as 1 conversation and oh, that's magically going to fix everything.

So I think it's going to be a series of conversations, which I would love to talk about some of those. The nuances of those conversations, but, but the reason I say that it's mostly going to be about conversations with him is this seems to be a people problem, not a systems problem because everybody else apparently is running on time.

And this is, this is a doctor, you know, whatever this doctor you know, it's their problem. So that's where we get into these one on one sessions and and I think with those one on one sessions, there are. Really two key components. One, we already hit on, which is that rather than coming at him and saying, we need you to do this, we need you to do that, which is going to sound like the nagging and it's kind of puts the, it's like, it's the practices job to solve this instead.

Fundamentally, that conversation needs to be about what will you do? What will you do to be on time? What will you do to get your charts written, you know, in a timely manner, just like all the other doctors? What will you do? So now he may not have all those answers in the first meeting. And in fact, I'm all forgiving someone time, you know, a day or two.

You know, a couple of days to think about that because they might, you know, and, and, and they might, this manager might get pushback. He might be, well, what do you mean? What am I going to do? I've, you know, I'm going to try to type faster, which we know doesn't work. So, that's one thing. But another awesome part of this that I think has to be touched on Andy.

Is to make this conversation about alignment with the core values of the practice. Now, you probably know I'm a huge fan of leading and managing by core values. I think most of chapter two in my book is about that. So hopefully this is a practice that already has core values in place. But even if they don't have them written and, and well defined, they still know what they are.

So, in this case, the core values that I would say most practices, if not all, have, whether they're clearly defined or not, the three that immediately would come to mind in this scenario are going to be teamwork, respect, and client care. So I would come up with, you know, what's 1 or 2 of the core values that they either already have or fundamentally know that they have and get him to see that his behavior is not aligned with a core value because he's not fulfilling his role of the team.

He's you know, the team can't operate, you know, effectively because of his actions. Client care is suffering because now we've got clients that are mad that they're not getting their lab results on time or he's not they're having to wait because he's, you know, spending so much time with the first client.

And then all of that, you know, respect becomes an issue, you know, cause it's like I fundamentally just to be clear. I do not think this is a bad doctor in any way, shape, or form. I think he just doesn't appreciate, maybe, the ramifications and impact that he's having on this, on this team. And so, when I say, you know, respect, that's what he's got to, has to understand is that it is a lack of respect, though, when he just keeps on keeping on doing what he wants to do without regard to how it affects the rest of the team.

When you change the conversation to talk about the core values, Now all of a sudden it's a different conversation that takes it out. It takes away that nagging. So we're not just saying, Oh, you need to do this, which sounds like nagging. It's like, gosh, we need everybody to adhere to our core values. These are the ways in which your behavior is not aligned with those.

And then that, you know, so that's kind of the drop back. I guess is what I'm saying to the coaching conversations that we want to have with him.

Andy: Yeah, well, before the break, you were talking about getting him to sort of self-reflect and my question to you was really going to be, how do you do, how do you do that? How do you, how do you get that self awareness? I think there's a lot of people who struggle with doctors, but, but honestly, anybody on your team who just lacks self awareness, and you say, how do you do this?

It sounds like you're going to try to use the core values to push that self awareness component to say, this is, this is how you're being perceived, or this is the actions, this is what, this is the impact that your actions are having, trying to get them to trigger a look at their, at their own behavior.

Is that as, am I right on that?

Amanda: Yes. And to your– to the 1st, half of your question there, which I'm so glad you ask the really key part of this to get him to self anybody to self reflect. The beauty of that is through the open ended question, so you could have the open ended question has to be inviting them to tell you their story or inviting them to give you input or feedback.

So, if you say, you know, do you appreciate the negative impact this is having on the team? See, that's closed ended, right? Because they can go, well, no, but that's not what you want. We've got to change that and say, how do you think you running behind is affecting our other clients? How do you think you having to be called out of rooms or not running on time? You know, how do you think that affects our clients who are waiting?

How do you think that affects the team and then also part of the self reflection is you know? What are your solutions for how you can run on time? What are your ideas for? How you can organize your day And so that you are able to complete charts and appointments and callbacks, you know, when they need to be accomplished.

That's the self reflection– is you're asking that person for their thoughts, their ideas and their action steps. Remember the definition of self leadership, that process of influencing our own thoughts and actions. So that's what we're asking. But that has to be through an open ended question. And he's not, he, she, whoever, I don't know if we even know the who this associate is, but they they, they're not going to have all these solutions all at once.

So we've got, you know, we've got to assume that this is going to take multiple coaching sessions and maybe just one or two action steps at a time. We can't expect this doctor to just change overnight, but I do want. To emphasize what you said, which is if this person's only been working at this practice for nine months.

Now is a real sense of urgency to try to change habits because we can't, we can't change him. You can't force him to do anything. But what we can do is help him self reflect, help him with, you know, identify. some actions that would help everybody. And then one of the things we didn't touch on Andy was being clear on another way that that you can tackle this too is to try to be clear on what we think motivates him.

I'm not sure if you said at the very beginning most managers want to motivate their staff to take more emotion initiative or motivate them to. And so the question is, what are his motivators? Because fundamentally we can't really motivate people. There's a whole book on that, but what we can know is what are, what, what triggers them?

Like what, what is a trigger for them? And I mean, a good trigger, like what. What gets them up in the morning or what do they wish they were better at? So some doctors are really motivated by money. You know, they might be on production. They might, you know, they, you know, I'm not saying that they're bad doctors or that they do anything, but they, but, you know, they want to make a nice living and they want to work a little harder and make sure that they're doing everything that they can do you know, for compensation.

Some doctors—money doesn't mean anything at all to them. And they, it's all about the clients. Other doctors, it's all about the patients. Some doctors are really much all about the team. So the question is what motivates him? Because we want to help him see that whatever it is he wants, we're going to help him get what he wants as well as help the practice.

Because I imagine he wants much of what. The team wants, he sounds like he gets along with everybody, gets along with most of the clients, but what we have to get him to see is, okay, you want that? We're going to help you get more of that. Like him, we need him to see that running on time and doing, meeting his job expectations is a win win for everybody.

The clients, the patients, the team, everybody,

Andy: I think you did a good job here. I really like this plan in that the setting of expectations at the beginning in my mind, that's also when we're going to lay down the metrics of success that we're going to be watching to say, Are we getting on track? How do we know? Because otherwise, you know, he ended up saying, I feel like I'm going faster.

Like I'm talking faster, you know, and I'm pretty darn sure I was closer to being on time yesterday than I have been in a long time. And so, so it's laying those things down. And I really like these coaching conversations. Amanda, how, how do you, so I'm not a patient person and I've, I've, I've struggled with, with that, and I've gotten, as I've gotten older, I've mellowed a bit, but what is, what is an acceptable turnaround time here, especially if, if we're having these conversations over, you know, over a series of days or meetings to kind of try to bring them into alignment?

And we're saying, Hey, look, he's been here nine months. We feel like this is an important time. How do you pace yourself so that you're not jumping the gun and saying, look, he's gotten 10 percent better in one week. And that's not nearly enough, or maybe 10 percent in one week is really good? I don't exactly know.

How do you, how do you pace yourself so you can decide? Yes, I see progress and I'm continuing on or I'm not seeing enough progress. Like how do you, I know there's probably no direct answer but how do you benchmark 

Amanda: Well, I think, I think, I think you're absolutely right about trying to determine some metrics. And then how do we measure them? And what's a reasonable timeline? I mean, certainly the metrics is we can, we can absolutely, if they aren't already doing it, we can track wait times for sure. We can also set an expectation of.

The number of days or hours that a callback is supposed to be done or a chart maybe has to be written before you leave the building or by noon the next day, or, you know, whatever those. So those are either you kind of, you either did your charts. You did your callbacks by the deadline or you didn't.

So I think those are relatively easy metrics to get in place. I think the running behind though, you know, we really also– in this case, I would want to measure the use of his communication skill and his organizational strategies. So, like, for example, some doctors will find it incredibly helpful that they have their, you know, whoever, whatever their technician is, they

figure out strategies that that technician is going to keep them on time or help them stay organized. I'm not talking about, you know, pulling them out of a room. I'm talking about other organizational flow kind of strategies. So, maybe he needs some communication skills training for clients. Like, let's say he's having this chatty client.

Does he have the skill to know how to extract himself from the chatty client? Like, that's something I could help him with. Right? Because, you know, I can help doctors or team members know. How to be fully present with that client, but extract yourself and, you know, and to lead the conversation.

So those metrics are also things that we can measure, you know, is he using those skills now to the timeline? You know, I guess I would start with like a 3, a 3 month timeline. And what I mean by that is that there would still be some parameters within there. And I kind of chose. Three months just because you know at that point he will have been working a year but in regards to the timeline, I What would be best would be to set very small action steps that like what are you working on this week?

One or two things he's working on this week What are you working on next week and ideally hold I would hold meetings at a minimum every two weeks Maybe weekly with him because if we meet with him for short periods of time I would rather see short meetings frequently to keep the momentum and see if he has questions and how he's doing give him feedback asking what his challenges are That's going to be better than only meeting monthly because that's way too far out. You know, there's not an opportunity to do coaching.

So I would meet with them weekly, you know every you know 7 to 14 days. How are you doing? You know what's working and what's not and assess the progress? And then, I would kind of look at, you know, a monthly chunk of time, you know, and, and I would expect to see some very quick improvement on the timeliness of the charts and, and the callbacks, but I think the being behind in the rooms will just take, I think that's going to take a little longer.

And I think it's realistic to give him time, you know, for, for that change.

Andy: That all makes sense. I definitely am on board with that. You know this writer mentions, as well, that the practice owner in this case is not quite ready to write this person up for, you know, for fear of ticking the doctor off and, and having him lead. So whether it's a practice owner or a regional manager or the, or the medical director or whoever the, the appropriate person is in your structure.

I mean, how do you feel about that, Amanda? Is that a big deal? Is that not a big deal? Is this an interpersonal thing that doesn't really warrant a write up before this point? Where's your head at in 

Amanda: Well, two responses. First of all, I'm not a big fan of write ups. Now, let me be clear, I am definitely in favor of progressive discipline, because at some point, we've got to have some warnings, some write ups, or, you know, and, and at some point that would lead to termination. So it has to be progressive, but what I mean about discipline is everything should be documented.

But you could document it where it's not a warning. You could document it as what I call a lack of accountability conversation or a coaching or a feedback session, whatever you want to call it. The reason the documentation is important is just to keep us organized and if we ever did have to go to termination that we would have our documentation there.

So I don't, I don't think we should look at this as, “Oh, we're going to write you up for this.” Just because that's not usually how I approach these cases because he is a good doctor. It sounds like the medicine's good and you know, if this is more of a you know his not so much his personality, but some of his leadership and communication skills So but what's important the second part of that is the fear of of terminating somebody or to your point What happens is so often in recent times because of our doctor shortages.

I see the leadership team, they don't even want to talk to the doctor because they're like, Oh, gosh, well, we can't afford to lose them. So we're not even going to address it. So here I'm going to say something very pointed, which is when we don't give people feedback. Now, I mean, effective feedback, not nagging, but if we don't give them very effective, positive and negative feedback, that specific and related to the core values, we are robbing them of the opportunity to improve.

Andy: Yeah.

Amanda: So we are doing the doctor an actual disservice if we do not address this in a more meaningful way. And so, I think if you run your business based on fear, and that's easy for me to say because I'm not in the trenches anymore, but if you run your business on fear, that's never going to work well. And to your earlier point, if we address it right now, It'll be a lot easier than trying to address it 6, 12, 18 months from now.

So, I would just try to put the fear off the table and say, We need to have meaningful conversations with this doctor about how he needs to change, make him a part of that solution. And I can't imagine if he's, if he, you know, he's getting along well with the staff and likes the clients, it's not like he's going to walk just because you talk to him, you know, you know, so that's not going to happen.

Andy: But I see that fear, like I 100 percent there's the idea, but if we talk to him, he'll walk away and I think you're, you're right to point it out as that would, that would be what then people do irrational things, but that'd be wildly foolish. And I completely agree. You oftentimes as a manager, we pick our poison.

And so. Do you want the poison of, I don't know, he might freak out and walk away, or do you want the poison of, we, we have no input into this behavior because we're afraid to have this conversation. Like, I'm not, I'm not living my life that way.

Amanda: Right. Well, and plus, sometimes when we don't have a conversation, whether it's a doctor or some other employee with job performance, then the, what about the rest of the staff? You know, we, so we don't address problem with one person and then the whole rest of the staff be starts becoming disgruntled.

Andy: Well, I think this is a solid plan for, for getting up and getting going. I think at this point you kind of have to wait and see how they respond before you, before you kind of figure out where, where to go from here. But I do think this is a really good way to sort of open the door, get some systems in place.

I really liked the job expectations up front. I think the series of conversations is a good way of setting expectations for our manager friend to say, “Hey, Rome is not going to be built in a day.” We're just, we're going to, we're going to go through and have these conversations. We're going to circle back the open ended questions to get this person to sort of demonstrate some self reflection and awareness, pulling in the core values.

I'm totally there with you leading by fear and just sort of taking that off the table. I think that's an excellent strategy. I feel pretty good about, about this, this plan overall. Are there any final points, words of wisdom, advice that you want to give to people or that you'd give to this person?

Amanda: Yeah, I do think a couple of things to mention. I think first of all, there's so many fabulous books out there. So we could identify some books. Can't make him read them, but in books, not just books for him, but books for this manager to help her know how to navigate these conversations, her or him. And so, that's one option: leadership coaching for both of them.

And so, you know, how to navigate these conversations because we've got some great leadership coaches in our profession. I am not a certified coach, but I do approach much of my, you know, remote consulting in a collaborative coaching manner. So we've got great resources there within the profession, or they could get somebody outside the profession.

We've got several veterinarians that have their own companies. that do mentorship for younger veterinarians. So that might be an option. So I think those, I guess my point here, Andy, is it's not just all on this manager. I would recommend that this person avail themselves of outside resources. It could just be a doctor in the practice that would mentor them, you know, somewhat about how they run their appointments on time.

Andy: I think that makes a ton of sense. I really like that. Yeah. It's always nice to have the realization that you don't have to be the one who does all of the lifting.

Amanda: Exactly.

Andy: This is fantastic. I really appreciate you being here. I really appreciate you tackling this case with me.

For those who don't know you and want to learn more from you, like I said, your column in Today's Veterinary Business comes out every other month. It's an excellent column. Your book is one of my favorites on the business of vet medicine. It is called Leading and Managing Veterinary Teams, and you're putting it on sale.

We talked before, and the plan is it's going to go on sale on Amazon starting the day of the Uncharted Practice Manager Summit, so that's going to be February 28th. It's going to go on sale for a couple of days, and people, if they've been holding off on grabbing it, should jump on, put it on your calendar, set an alarm.

Amanda: Yeah.

Andy: Make sure you jump in and grab it.

Amanda: Exactly. And just so everybody who's listening to this knows, the price that they will see on Amazon as of the 28th is 10 less than it normally is. So it won't say, hey, this is a sale, but just know that in three days after the conference, approximately, that cost is going to go back up.

So that's the promotion that we're doing. And I do want to mention Andy hopefully by the time this airs and whatnot I did a complete update, refresh, design update and everything to my website. So I am super excited. Probably by, oh, I'm going to say certainly by the end of January, the, the new websites there.

It's, you know, it's very similar in terms of content but just new photos and new design and super, super cool.

Andy: I will put a link to that in the show notes. Dr. Amanda Donnelly, thank you for being here. Guys, thanks for tuning in, everybody. Take care of yourselves, gang. Be well.

Amanda: Thanks, Andy.

Dr. Andy Roark: Oh, man. Guys, that's so fun. Thank you to Dr. Amanda Donnelly for being here. If you have not registered for the Practice Manager Summit, the Uncharted Practice Manager Summit, and you're a practice manager, what are you waiting for? It's one day. You can do it from home. You can even work part of the day and then jam out on this summit.

It's going to be awesome. But Amanda will be there talking about a culture of accountability. We've had a number of other workshops. There's going to be a lot of discussion because it is a summit, but you're going to get to meet a lot of other practice managers. It's a really good time.Also, that's when her book will be going on sale. That's February the 28th. Jump on Amazon and grab a copy. You'll be glad that you have it. It is a phenomenal resource. All right, team. Take care of yourselves, everybody. Talk to you soon.

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

Jan 31 2024

I Can’t Handle It Anymore, How Do I Teach Them Self-Awareness?

This week on the podcast, Dr. Andy Roark and former practice administrator and veterinary practice management super nerd Stephanie Goss dive into an email they received in the mailbag. A listener of the podcast heard episode 229 where a technician was sure that the team had to be talking behind their back. Andy and Stephanie discussed having self-awareness as a skill in that episode and our listener wanted to know how to handle it when you have a team member or team members who seem to have little to no self-awareness skills. The questions boiled down to “How do you actually teach self-awareness?” Is it actually possible? Andy and Stephanie feel really strongly that for the most part it is and there are some ways that make approaching the teaching aspect a lot less of an uphill battle. This is a rowdy one, let's get into this…

RESOURCES MENTIONED IN THE EPISODE

DiSC Information and Assessments

Veterinary Leadership Institute's Veterinary Leadership Experience

Uncharted Veterinary Podcast · UVP – 271 – I Can't Handle It Anymore, How Do I Teach Them Self – Awareness

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 roleplay 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: 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 an email from the mailbag, but this one was a really general topic. And so there are some pieces that Andy and I really wanted to dive into. And so we made it our own.

And hopefully, it is helpful to our original writer. They had listened to some episodes of the podcast and we were talking about having self-awareness and specifically they were asking, how do you help teach your team self-awareness? And so, as we do, Andy and I filled in and colored in between the lines a little and I think this one was a lot of fun to talk through and I am very excited for it.

So, let's get into it, shall we?

Dr. Andy Roark: And we are back. It's me, Dr. Andy Roark, and the one and only Stephanie. Before you accuse me, take a look at yourself, Goss.

Stephanie Goss: That's such a perfect song. I love it.

Dr. Andy Roark: It is a good one. It is a good Eric Clapton acoustic song. I like that, like that one a lot.

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

Dr. Andy Roark: Oh man. It's, I gotta tell ya. It's toxically good. It's toxically good. I'm gonna spray you with some goodness that's gonna make you feel icky. I got up for 6 o'clock CrossFit this morning, and it sucked so bad.

It was, running and burpees. If you don't know what burpees are, you just throw yourself on the ground and get back up and then jump in the air, and that's one. And the workout was run for these set distances. You have a clock running down, and you have to run as fast as you can, and then in whatever time you have left after you finish the run, you do as many burpees as you can before the time runs out, and that's your score!

And then you do that multiple times and add your score together. It was 37 degrees this morning. Which, if you're Canadian, I don't know what that is for you. It's like, zero-ish. It’s just awful. It's red face, stinging nose, snot running out of one nostril cold. That's what it is. It's prickly needles in your hands cold.

Stephanie Goss: It's two degrees Celsius.

Dr. Andy Roark: Okay, it's two. Fine. But it was dark outside, I was running, my face was like, burning red, and then I had to throw myself on the ground, and I did that for an hour. And, when I got home, the cup of coffee that I had was the best cup of coffee I have had in my life. I was just, I was like the joy that I felt with my regular cup of coffee.

It came right out of the old Dr. Andy espresso machine. And it, I was just like, have you ever had the cup of coffee when you're just like, “This is, this is bliss.” It's not even about the coffee. It's the warmth, and it's just oh man. But I walked into my nice toasty warm house, and it was nice and quiet, and I got my coffee, and I drank it.

And I was like, this is happiness that you can't have if you don't do something horrible and sucky beforehand. You know what I mean?

Stephanie Goss: I was going to say that literally sounds like the most awful morning to me.

Dr. Andy Roark: But the coffee was so good! Because the morning was so bad. And I'm like, isn't that beautiful? Like, I just think it would sit with I told you it was toxic. I told you it was some toxic stuff I was gonna throw at ya. And you're gonna hate it. But I just want you to know that the If you want to have the best cup of coffee in the world, you have to go run in the darkness and freeze your butt off to make it feel that much better.

Stephanie Goss: Yes, I mean, I don't know that I would even if my creaky old ass joints thought that they could do that, I don't know that I would voluntarily ever do that. But I hear you on doing something awful and then, you know, then feeling that joy.

Dr. Andy Roark: Well, it's funny. It made me think about when I wrote about the jelly packets this last year. You know and it was like we were on a camping trip with my family and basically, we're eating the same thing like every day

Then we took a ferry and on the ferry, they had individually wrapped non refrigeration requiring jelly packets, and I was like oh and like my children like, you would have thought, you would have thought that I had, you know, opened a chest of gold for them, like their eyes opened wide when they saw the strawberry jelly packets. And I was like, we can put this on our bagels. They were like, “thank, you, dad”. Everyone's like, oh,

Stephanie Goss: Like Tiny Tim.

Dr. Andy Roark: Have you, exactly, have you tried the grape? It's magnificent. It's the cheap craft, it's craft jelly. They're like, oh. this is the best jelly I've ever had. So anyway.

Stephanie Goss: That's so funny.

Dr. Andy Roark: All of that to say, all of that to say I was reminded again today that the sucky parts are what make the not sucky parts really good.

Something good to remember when you're going through a hard time or you're miserable is, oh man, going through stuff like this is what it takes so that the good parts really feel great.

Stephanie Goss: Well, I was definitely not up and at 6 a.m. CrossFit today.

Dr. Andy Roark: No, I woke, you up for the podcast.

Stephanie Goss: It's so funny because I have, I mean, I get asked this a lot because I live on the West coast and we, our team is mostly at this point East coast and everybody's Oh, but I actually am generally. Okay. With getting up and starting my day at 4 a. m. because the trade-off is that we're all done by like 2 p. m. Pacific. And then I can, it's been wonderful for me because then I can actually be around to take kids to practices and do, you know, do family stuff and it's great. Except when you have a hard time sleeping or your kids are off school for holidays and they're amped up and it's 11pm and everybody in your house is still awake and you've been awake almost 24 hours at this point.

Dr. Andy Roark: Yeah. Brutal.

Stephanie Goss: And then you sleep until 8am.

Dr. Andy Roark: Yeah.

Stephanie Goss: and it was one of those mornings where I woke up and I like looked at my, I looked at my phone and I went, “Oh, my God, I'm literally podcasting with Andy in five minutes.”

Dr. Andy Roark: (laughter)

Stephanie Goss: So, you know, it's winter break over here and we're, all surviving. But I did I did do my last minute, I did do some last minute Christmas shopping today. And I am very, I guess I'm very thankful for Amazon because it's so funny. My, my kids have hit that stage where I'm not sure how they feel about things. We still have belief in the Christmas season and so, like, I never want to spoil that magic, but I had some emergency I had some emergency shopping to do this morning because our letters to Santa this week had some totally left field ball game change, know, it was just like, “oh, okay.”

Dr. Andy Roark: It's funny. We set that expectation pretty early on. I was like, look, it's a long way to the North Pole and Santa's not getting your letter if you don't send it. Four to six weeks out.

And just, cause otherwise, they're like, “Oh.” I'll give you the example to it. It's when your kids used to order Halloween costumes, and they'd be like, I wanna be Buzz Lightyear!

And, they were all about being Buzz Lightyear. And they loved their Buzz Lightyear costume. Until the day before Halloween, they were like, Nope. Hard left turn.

Stephanie Goss: I want to be a ninja turtle.

Dr. Andy Roark: Mace Windu from Star Wars

Stephanie Goss: Yeah. Right.

Dr. Andy Roark: You're like, “What!? Can Mace Windu in big Buzz Lightyear suit, is what you can be.” But yeah, but it's the same thing of like, “Oh, I just found a new thing that I'm gonna ask for.” It was funny, our youngest daughter said to us this year, she was like, “alright, look guys, I'm just gonna be honest with you, I know about, Santa, and so I just want you guys to know that.” And Allison looked right at her and goes, So you don't want Santa to come? And she's like, “No, I still want Santa to come. very much want Santa to come.”

Stephanie Goss: I love it so much.

Dr. Andy Roark: We just thought, we said to her “Do you want all of your presents to be wrapped? Or do you want to wake up and be surprised? And she's like, “oh, I want to wake up and be surprised.” And it was like, “Okay, well, I'm glad we talked about this so that we can continue to do the exact same thing that we've been doing. But now we all know that you're in on it. Congratulations.”

Stephanie Goss: I love it. I love it so much. Yeah. It's fun. Like I have to say, I, I know that there will be days coming where I will absolutely hate being a parent of a teenager, but like I'm still in that phase where I really love my kids at the age that they're at right now.

Dr. Andy Roark: I've had a good time.

Stephanie Goss: They are so fun, and they are turning into little humans, and I'm just, it just amazes me, and I'm also so proud of them, and I came out the other day, and they've been on winter break this whole, their last day of school was Thursday last week. So, they've been around and I'm like, look, I still have to work. You guys have got to occupy yourselves and figure it out. And, I came out the other day after we had a, bunch of stuff happening like back-to-back and they were together and they were doing, I was like, what are you guys like?

It got real quiet and I'm like, what are you guys doing? Like when they're toddlers and it gets real quiet and you're like, what am I, what fresh alibi am I about to find? And they were like. Oh, we're making Christmas cards for everybody in our school and we got everybody's addresses and we're going to mail them to them because we're not going to see them for three weeks and we're sad.

And I was like, I freaking love you little people. Like you guys are…

Dr. Andy Roark: How did you create people like that? What?

Stephanie Goss: Thanks, jerk.

Dr. Andy Roark: If you were like, “hey, we're just figuring out the getaway route we'll take when we rob a gas station.” I'd be like, those are the Goss kids. Those are the Goss kids that I expected show up.

Stephanie Goss: Those will be the Goss kids when they're in their late teens and early 20s.

Dr. Andy Roark: Yeah, there's like a map and three options on where to hide the body. I'd be like, yeah, that tracks,

Stephanie Goss: That's coming. That's, coming. Just let me, enjoy the beautiful amazingness these early teenage years.

It's so funny because that's one of the things that I have really enjoyed is like when your kids find something that they genuinely really love. And I, it's funny because I haven't felt this as much since leaving the practice, because one of the things I love the most about being in the practice was finding those things in the team where everybody just gets to do the thing that they really like.

And it's those moments of puppies and kittens. It's those moments of someone hitting their first catheter, like those moments of like pure joy, and I, it's hard when you get to the teenage stage, like they're surly and they don't want to talk to you about things, but that's the one thing that I will say is some of my kids really love they're school and it makes such a difference.

I feel really bad because I, we have friends whose kids hate school and the difference between the, like the environment is so huge and I'm just really thankful that my kids are not robbing gas stations yet.

Dr. Andy Roark: Yeah. Well, they're young. Ironically this episode is about self-awareness, and there's a lot of people who tuned in to actually hear us talk about managing someone who lacks self-awareness, it's not lost on me that we have not talked about, we just, we've talked about, Jelly, and CrossFit, and the morning, and shopping trips.

Stephanie Goss: Listen, this is what you get, this is what you all get when Andy and I are on Christmas break. You get an extra-long intro…

Dr. Andy Roark: Yeah.

Stephanie Goss: of Andy and Stephanie.

Dr. Andy Roark: I'm just gonna call this part one, and then next week we'll actually do the thing we came to do.

Stephanie Goss: No. Okay. So, we got…

Okay. So we did, we got a great mailbag episode and I always love when we get the episodes where someone's like, “Hey, I've been listening to the podcast and you guys said this thing and I have to go back and go. When did we say that? What the hell were we talking about?”

Dr. Andy Roark: We got like 230 episodes, and people are like, remember that one where you said this thing? And I'm like,

Stephanie Goss: Nope.

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

Stephanie Goss: Gosh, bless them all,

Dr. Andy Roark: Often times I'm like, What did I say? And then I'm like, That sound, that, that sound, Are you sure it was our podcast?

Stephanie Goss: But they were like, you recently did an episode where you guys were talking about and you called out technicians in the example, we called out a technician who apparently was lacking self-awareness and they were like, but you did it in a good way.

Like this technician had self-awareness and it was really positive and they were like, “How do you handle it when people on your team do not have self-awareness. And they were like I am a manager and I've got someone who's, really similar and they seem to have little to no self-awareness and so I'm really struggling with how to deal with that because it seems like the longer I go on as a manager, the more and more common it is that I have team members who don't have any self-awareness and I'm really struggling with like, how do I teach this?

And so I thought it was a great one. And also, I was like, I don't even, that's so huge. Like I don't even know where we start unpacking that.

Dr. Andy Roark: It's a beast. Okay, so let's start talking about self-awareness at a high level. This is sort of head space here. We need to start talking about what we mean. When we mean self-awareness. So basically, for me, the simple definition of self-awareness is the ability to see yourself, which I think is one of the greatest challenges in life.

It is just headspace. It is very hard to see yourself. It is very hard to say, boy, when I say this, other people are going to look and, see the kindness that I feel in my heart, or they're going to they're going to perceive me in the way that I imagine they're going to perceive me. I have lectured in front of tens of thousands of people and I don't know how they see me when I'm done. I go, I hope they thought that I was relatable, I hope that they thought that I was compassionate, but I don't, maybe they saw me as the heartless business guy, or maybe they thought me, saw me as an arrogant jerk, who was like, this is how you're supposed to do it, or this is how I do it, and I'm the hero of this story I hope they don't see me that way, but again I don't know their perception is their perception, I've had people come up after I've done lectures and said, “hey, you offended me when you said this thing”, and I was like, “oh,” I And then immediately go, “oh, I did not mean this to be offensive, or even to say it in a way that we'd find it offensive.”

But, then here's the other thing. I never know if the way that this person perceived me is the way that other people in the room perceived me. What if everyone was like, “oh, Andy, ooh.” What if this one person has experiences in their life that was like, “oh, that joke about Ryan Gosling. It was specifically a story about Ryan Gosling,” and he didn't, he did not like the story. And, and I'm like, oh man, did I, you know, am I coming off in a bad way to other people? You don't, know. And you can't tie yourself, this is a spectrum, right? You shouldn't tie yourself up in knots thinking about what other people think about everything you say and do. That's a miserable way to live. And being part of a team, being part of society and not even considering how you're perceived by other people or how they feel or how you're making them feel, that's also not acceptable. And so we're all trying to find the middle. And again, I personally have tended to track over too far towards the, I think a lot about what people, what are people thinking, you know, are they, am I communicating clearly? Are they seeing me the way I want and I think over my life, I have started to swing a little bit back more towards the other side, which is to say, well, you know, I'm pretty comfortable in my own skin and I still care. I care what people think. I don't want to be unaware, but I have moved a little bit back more towards, you know, sort of saying, well, you know, I need to be straightforward and some people might not like it.

And, that's more okay than I used to think that it was. So anyway, I don't know, does that make sense as far as just defining self-awareness of, it's, your ability to see yourself is, what we're talking about.

Stephanie Goss: It, is. Well, and I think seeing yourself as like self-recognition, right? You see how you are perceived, you see how you might be perceived, right? And to your point, like you're looking at yourself and you're like, oh. I recognize now that some people might find this offensive, that was not my intention.

And I think you being able to see yourself at that level is really, important. And, I think self-awareness particularly when we're talking about it in terms of the team's behavior often goes a little bit beyond that in the sense that it, I think it's really the ability to recognize and understand how your thoughts, your emotions, your behaviors, your actions, how that impacts others in the sense of like knowing yourself, knowing what your strengths are. And, this is where it tends to come up as examples in the clinic you know. We tend to ask people when we're interviewing them, you know, what are your strengths and what are your weaknesses?

And when I asked that, when I asked, tell me about something that you know is, a challenge for you as a person. And tell me what you've done to work on that. When I ask people that question in interviews, I often get very surface answers, which is actually okay with me because what I'm really looking for is I'm looking for those people who do have developed self-awareness and who could look at me and say, I know that my time management skills are a challenge for me.

And so like particularly, like example would be if I'm interviewing a doctor. If I have a doctor who says to me, I love talking to people. And so I can be challenging in the exam rooms because I really want to get to know my clients. And so I know that I can struggle with time management in the exam room.

And here's the skills that I've been working on to work with my tech team to improve on that and have less impact to their day and to the rest, everybody else's schedules as a result, right? That's a great example of true self-awareness. It's like when you and I, are very similar and we are both high I's on the DiSC scale.

We'd love to talk to people who are like big golden retrievers, and we both struggle with follow-through. And, you know, an example of that for me is like when we have a team meeting, I'm like, “Hey, can you help me? Capture the things that are assigned to me because I will totally talk about them.

And when we have the conversation, I have the best of intentions of doing the things, but if it doesn't get written down for me as a task, I might not get to it. Right. That's self-awareness is knowing. Not only what your strengths and weaknesses are, but potentially how it impacts other people. And I think that's when we talk about it in the clinic as a negative thing.

It tends to be when we have team members where we feel like we're coaching them to do, to get better at something and they just don't seem to get it. That's, where I see managers often going, “Oh, this person is totally, you know, not self-aware and they have no idea.” Does that make any sense?

Dr. Andy Roark: Yeah, it does. I mean, I, let me throw out a couple of things that, cause I was sitting down thinking about this, cause when we talk about this, managing without self-awareness it, really helps to have some examples and so examples that I have seen. I, and these are just sort of throughout my career, I have talked to a manager or owner or medical director who was complaining about someone who worked at their front desk and they were like, “you know, these people, you just, you're trying to get good people up there and empower them to do good work, but you know what? You just can't fix stupid.”

And they said this in front of a group of people. And I was like, here you are talking about improvements that need to be made by this person when you yourself are demonstrating behaviors that are less acceptable, you know what I mean? Like it's just the mentality and I get being frustrated, but it was also when we're actively talking about trying to develop somebody and you're like, well, I can't fix stupid well, it was just it was just sort of a lack of awareness of what the culture they were sort of trying to create was.

I've seen people they'll be; they'll round their staff up and they're like, “Guys, we are not going to bash clients. If I hear any client bashing, this is going to be the end.” And then they're the ones who come out of the room and roll their eyes. I'm like, man, you're, writing everybody and then you're doing these things.

And if I said something to the person, they would say, well, I didn't. I'm not bashing that client and I'm like, if you don't see the impact that you're having, that's a lack of self-awareness because you are having this impact on others that you clearly don't see. There's the blame thrower, right?

The blame thrower is the person who cannot see that they have made a mistake, which is there ain't nothing wrong with making mistakes. We all make mistakes. We should just lean into that. But it's that person who, if you say, hey. You didn't clean the exam room before you left last night you know, after I asked you to do it, they would say, “Oh, well, I, you know, I thought that somebody else because, you know, they had said that they were going to help me wrap up. I thought that they were going to do it”

And it was like, no, you're, just dodging responsibility here and you're having this impact on the team. But you're not willing to own your mistakes and you're trying to throw them on to other people. And everybody sees you doing this, but you don't seem to recognize, again, the impact that you're having or the fact that this isn't helping you or the fact that everybody sees this and this behavior is toxic.

You just don't, you don't have the self-awareness to get that. There's people who they don't listen. They will go to meetings, or they won't read their emails, or they'll, be in the conversation in the clinic about what we're going to do, or change, or address the situation. And then five minutes later, they're like, I don't what were we doing?

And again, everybody spaces out. This is, you know, to, we all space out. The difference in, hey, I spaced out, and hey, I'm lacking self-awareness, is the pattern of behavior. And the willful lack of understanding about the fact that it's frustrating to everybody else to explain to you yet again what we all came together and talk about.

And it's like, when people get mad and they're like this meeting could have been an email, it couldn't have been an email. You know why? Because there are people like this who won't read their email and they won't know what's going on if you don't bring them together and beat them over the head.

And even after that, they still won't know because they just tune out and they don't understand the negative effects of that behavior.

And the last one I'll throw out real quick is just, there are people who are, they're constantly negative. They are constantly negative. And being negative, having a hard day, that's, one thing. But it's amazing how, and you guys all know this, you've had this person who, and maybe they're going through a hard time in their life or whatever, but like, every word out of their mouth is negative. Every word. And it's just being around them makes you feel bad. It's not that self-awareness is being negative.

It's that a lack of self-awareness is not recognizing you only have negative things to say and people are wanting to spend less time with you because you make them feel bad because you never stop complaining.

And so that the lack of self-awareness.

Stephanie Goss: And, I think on the flip side of that, the example of someone who has a tendency to be negative and actually is self-aware would be the person who, you know, comes to somebody else on the team and is ” Hey, we're going to talk about this. We're going to talk about, you know, I'm going to be talking about how we're doing on time management in the exam room.

And I know that I have a tendency to get negative, and I have really strong feelings on this topic. Can you help me in this meeting today by, if I'm, like, giving me a signal if I'm getting super negative and I'm just not letting things go or whatever” right? It's recognizing.

Those things that you are, like I said, they're not always weaknesses. And I think the tendency as leaders is to look at lack of self-awareness. And to your point earlier, is just call people out for having a lack of self-awareness because you're looking at it as a negative, but having self-awareness is a true superpower.

And so it should be looked at positively in the sense that people should be able to call out not only their weaknesses and their challenges, but their strengths as well. And know when that strength is helpful and also when that strength can be a hindrance in a specific situation. And so I think being able to celebrate that self-awareness.

And I think for a lot of us, we want to be able to celebrate it, but we often look at it. It's one of those tools that I see getting used, to your point, in the negative a lot, where people are like bashing the team for not having it and not doing the thing. And then they're doing things that are at the same time examples of not being self-aware.

And it's, it's a tricky beast.

Dr. Andy Roark: Sure. Well, I think you did a really nice service there for me, which is pointing out the behaviors I said by themselves are just human behaviors, and we all have our things, and I thought that was a great example of if you're someone who tends to have a negative reaction to new information, saying to someone, “Hey, if I start to, to take this in a negative meeting or sound negative about what's going on, can you give me a signal?”

Okay. I think that's great. I think asking ahead of time. Hey is it okay if I just listen to this meeting and collect my thoughts and then ask some questions later or come back later on because again, I do have a tendency sometime to where my first reaction can be negative to new ideas, which means if it's my idea, I love it.

If it's your idea, I'm a bit skeptical. But I think about it and I come back around. Okay. I know that my first reaction tends to be negative. And so I really try hard not to shoot ideas down when they're presented to me. And just let them breathe. I'll give you the example of not listening. I'm kind of a shiny object kind of guy. And I am, I'm a bit

Stephanie Goss: What? You?

Dr. Andy Roark: And it's true. It is. I take notes in meetings, not because I plan to do anything with the notes, because I know that me actively taking notes will make me listen and pay attention.

Stephanie Goss: Yes. Yes. Yeah.

Dr. Andy Roark: and I do it because I know the weaknesses that I have, I know myself in that way, and so I do it, and so it's not that I'm saying, you should listen, as a guy who struggles to listen.

Stephanie Goss: Right.

Dr. Andy Roark: Is, you should recognize that this is a weakness of yourself and take steps to correct it. And that's, the type of self-awareness that we're talking about. But how do you teach that?

Stephanie Goss: Yeah, it's, well, it's hard. It's really hard, right? And I think that has actually been one of the hardest pieces of my journey as manager and as leader, because it's really easy for, people to hear as a, leader, when you talk to someone on your team about their own self-awareness, the first inclination, it's just human nature, is when someone brings up something that we're doing or something, yeah, usually a behavior first inclination is to They're, like, they're crapping on me, like, they're criticizing me, right? And I'll give, you guys an example. So I am a very expressive person, shocking, I know so I vividly remember one day when you called me and you were like, Hey, can I talk to you for a second? And I, and you said, and I said, sure.

And you were like, listen. You are a super expressive person. And that is wonderful in that you get really excited and you have the ability to just make everybody feel the joy that you're feeling because they look at your face and they can see it. Super positive. Right? And, great. And also, and you were like, and you are just as expressive.

And when you're not happy or when you are thinking negative thoughts or you have your processing. Right? Your face can look not so fun, and people see that, right? And so, if I was not self-aware, I could hear that piece and immediately be like, Andy's criticizing me, he's telling me that I am not a team player.

I could hallucinate a million different things about what you just said. And, someone who is self-aware and I'm going to, you know, I'm going to pat myself on the back for a second. I was “Oh, I know my I know my face because it's been a lifelong challenge”, you know, and I immediately, when you, in this instance, when you said it to me, I knew the look that was probably on my, face because I'm, aware of it.

Right. And so instead of looking at it as a criticism. I was like, Oh, this is Andy being constructive and helping me. And so I, didn't look at it in the negative. And I think that's the hardest part for us as leaders is that we're often not. Great when it comes to teaching this as a skill at getting people to move beyond hearing what we've said as a criticism and teaching them how to be empowered by the idea of self-awareness.

And so I think that's, I think that's part of what makes it so hard.

Dr. Andy Roark: Yeah. I agree. I, look at, self-awareness in two phases. Okay. So, so imagine a scenario and there is a behavior that I do that is perceived negatively and then I receive feedback on that behavior and then I accept that feedback. There are people who can't do any part of that, they, they, don't, they can't accept the feedback and that's, a really hard, that's a really hard person to manage.

Stephanie Goss: Person who denies or defends or blames someone else, right?

Dr. Andy Roark: Exactly, yep. Exactly. So that's really hard. Now, the step up from that is the person who accepts feedback, which is a huge step up. Right? This is the person who is coachable, which is again, I think that self-awareness is the most underrated leadership skill there is. It really is. Because if I can give you feedback and you tell me I'm wrong, you blame somebody else, you refuse to hear it.

My ability to lift you up to make you successful, to grow you in our organization is very limited. And so, that ability to take feedback is critically important. The Jedi level, right, the enlightened level is this, I do something that is perceived negatively, and I recognize in the moment, or on reflection, that it was probably perceived negatively, or I think back and say, I, should not have gotten frustrated like that, or I wish I had paused instead of just reacting negatively, and you know what?

I'm giving myself that feedback, and then I'm going to accept the feedback from myself and make a change. So, those are the three levels, right? So the first person goes, I'm not taking feedback from myself, I don't think I did anything wrong, certainly not going to take it from you.

That person is very hard to deal with. If they don't choose to change that mentality. I don't think there's anything we can do to help them, Stephanie. Like, I can't make someone take feedback, and if they refuse to take feedback, I, usually, they're going to get cut loose. You can't grow them, especially if they have a negative behavior, and it's, they're not going to get better.

They fall squarely into my category of, remember the difference in a struggling business and a thriving business. The struggling business has the same problem again and again. And the thriving business has a new problem every day. And if this person won't change, they are the problem that I have again and again and I can't do that, and so they have to go. And so, that first person is hard. The, person who can't see themself, in best case scenario, is the second person. Who is the one who will take feedback if you give it to them, but they can't give it themselves. And the person who has self-awareness is every day.

They're having a stimulus. They're evaluating what they see. They're giving themselves feedback and they're improving because they want to get better. And so that's key. Now, when you look at these second two people who take feedback and who take feedback from themselves think about a training program, right?

Think about a training program. Think about physical therapy. You've been injured and you've been injured. In the first case, you only work out when the physical therapist is there. They come to you, they say, all right, this is what I need you to do. And you're like, I'm going to do it while you're here. I'm going to do it.

And then I'm going to stop and I'm going to be done until you come to me again and give me another exercise to do. Versus the physical therapist comes to you, they say, this is what I need you to do, and you say, I'm going to do it, and I'll do it on my own, and I will continue to think about it, and do it, and work it into my routine, and then when you see the physical therapist again, you have been building those muscles, you have gotten healthier, you've gotten stronger, and so that, that's the superpower of self-awareness, is it allows for this very rapid growth that you don't get if you're just taking feedback, but that growth is exponentially greater than the growth you get if you don't take any feedback.

Stephanie Goss: Mhm. Yeah. And, I think the hard part for a lot of managers is why we got this email, which is okay, I, when you do understand that and you see it, you're like, how do I, teach that? You know, like how, do I get them, how do I, get them to learn and move from the different levels that you just laid out?

How do I get them to move from step one to step two and ultimately get them to, level three? Right? and that's the hard part.

Dr. Andy Roark: I agree. I think we should take a break and we should come back and hit some action steps of: If you have this person, you've got someone who's struggling with the types of issues we're talking about.

 How do you work with them? Let's take some shots at it when we get back.

Stephanie Goss: Okay.

Hey friends, I am here for a quick second to hype our upcoming April Uncharted conference. Why? Not because I think it's going to be in an awesome spot for our last time for a little while in downtown Greenville, South Carolina at the beautiful Westin Poinsett Hotel. Not because we have an awesome kick ass lineup of speakers.

If I do say so myself. I am not speaking, but we have got a wonderful lineup, including some of my faves in industry. We have got Bill Schroeder. We've got Craig Spinks. We've got Maria Pirita. We've got Dr. Sarah Wolf. We have inside and outside the industry experts. That's right. We've got some outside the industry marketing expertise that is coming to the stage and, uh, in the version of our friend Vicki Hammond.

And she is the senior VP of marketing for a market, a big marketing firm. And I am super excited to have you all get to meet her and nerd out about marketing. So, and of course the one and only Dr. Andy Roark will be there as well. And so we've got an all-star lineup, but that's not what I want to talk to you about.

I want to talk to you about the fact that I don't want you to miss out on this awesome opportunity to network, to talk about your practices with your peers, to participate in our unique and different style of conference where you're not just sitting in lectures, you're actually workshopping and working on your business while you're with us.

Not going to talk to you about any of that. What I am going to talk to you about is the fact that I don't want you to miss out on your last chance for early bird pricing. So if you listen to the podcast, you know, that early bird pricing is already closed. For our podcast listeners and for our Uncharted members, however, we set up a special second level early bird pricing where it's still cheaper than it's ultimately going to be for full conference registration pricing.

And if you don't go register before February 18th, you're going to miss out on that. So early bird pricing is still happening, but it's closing February 18th. Don't miss out on your chance to go. If you are an Uncharted member for $849. Or if you're not an Uncharted member for $1349. So, if you're thinking you want to go, you've been on the fence, don't miss out on your last chance to get a lower price point.

Otherwise, it's going to go to full registration price on February 19th and not a minute later. So don't miss out, head on over to UnchartedVet.com/EVENTS today and register because I want to see you there in Greenville, South Carolina in April. Don't miss out. And now back to the podcast.

Dr. Andy Roark: All right. So, training self-awareness is really hard. As I, said, before the break, it's my opinion that, if you will not accept feedback, then I can't train you. I can't, beat on you, I'm not willing to beat on you metaphorically to get you to change when you don't want to change.

That's not, a feasible, realistic thing in a work environment, and it's definitely not part of the culture that I want to have. Now, I grew up watching movies about high school football teams where the coach, you know, put the kids through hell and they were transformed through this constant toil and torment I'm like, that's not where I want to work.

I don't want to work at your football camp. You know, I want to work at a vet clinic where we all laugh and have fun and we're nice to each other. I'm not interested in making a crucible that's going to transform someone who doesn't want to grow or develop or transform themselves. And so, for me, a lot of that is this can be a deal breaker as far as employee is like part of our core values is growth, development, lifelong learning, you know, and if you're not willing to take feedback and grow and develop, then that's a failure of our core values.

And that's the kind of a deal breaker in you being part of our team.

Stephanie Goss: Yes. I think I totally agree with you. And I think one of the most powerful lessons that I learned as leader, it was someone said to me once we were talking about, because a lot of this has to do with giving, feedback and to your point if someone isn't willing to grow and change, they're probably not a good fit.

If that's the culture that you're developing, they're probably not a good, fit. And someone once said to me when we were talking about feedback before you can point the finger at someone else. You have to take a look at the, at least four fingers that are pointing back at yourself. And it was so, simple.

And in the moment, I was just, I, I remember writing it down and I, but I didn't understand. And I think when it comes to self-awareness, it is really, important because you cannot ask others to do the thing that you're not willing to do yourself. And so, I think when it comes to teaching self-awareness, it has to start with the, it has to start with you as, a leader.

Because you have to be willing to look at your own self and learn. I think you have to be the guinea pig. I think the answer is you cannot teach someone else self-awareness if you are not working on your own self-awareness first. And so I think it starts with learning about what is self-awareness and learning how to develop and hone those skills for yourself.

Because you may be someone who is a level two, you might even already be a level three, but if you're not consistently demonstrating to your team the behaviors that are going to help them see what you mean when you give them the feedback. It's not going to, it's not going to go anywhere. So I think for me, action step number one is learning about self-awareness and guinea pigging and practicing and teaching yourself.

Dr. Andy Roark: I do like that. I would say, so I would say this. When we talk about giving feedback on self-awareness. I am very wary to tell people that they lack self-awareness. I don't think that's a good label, and even though we've been talking about it, but here's why, hear me out. Self-awareness is a character trait.

It's like being smart, kind, being self-aware. And if you say to me, Andy, you're not kind, that is an attack on me as a person. you say, Andy, the team does not perceive you as being kind when you exhibit this specific behavior.

Stephanie Goss: Yes.

Dr. Andy Roark: That is not an attack on me as a person. That is very different.

Stephanie Goss: Cause it's, it's something you can change.

Dr. Andy Roark: Exactly.

And, while you say people can become self-aware. It's like, yeah, they can also become strong and they can become fast, but those aren't behaviors. Those are still characteristics they have to work on and change. And so, I'm not saying that saying someone lacks self-awareness is inaccurate because we just spent the first half an hour talking all about how that's true.

So I do believe it, but it's not when we communicate to someone else saying, hey, you lack self-awareness. That's not, I don't find that to be a useful label. I think it, it, devastates people or makes them feel like they have failed as a person or they're being judged. I'm much more likely to try to narrow in on the behavior.

And I'll talk about empathy, I'll talk about the perception that you're setting an example that doesn't line up with the, what you asked the staff to do. So, the client bashing, you know, I, I need, we need to talk because there's a perception that while you say you don't want to bash clients, you're doing things like rolling your eyes that sends the signal that you do want to bash clients, or that's what's being perceived by the staff.

And I need you to know that and let's talk about what we're doing around, around clients. And that is a much easier conversation than, hey, look, we need to talk about your self-awareness. And like, that's just night and day difference. So I would think about self-awareness, but I would coach and give feedback, not about self-awareness, but rather by the impact that their behaviors are having.

Stephanie Goss: Well, and I think both, I think that certainly saying someone is lacking self-awareness is labeling them, right? And that is closed ended because they can't change that. If you give someone a label, removing that label is very hard, very hard. And most people give up before they even start.

They're like, well, they already think I'm a jerk or they already think that I'm not self-aware. So why would I, you know, why would I even try and fix this? And I would actually argue that even telling them like there's a perception problem feels like, oh gosh, if everybody thinks that I'm not self-aware, like it's a, spiral potential.

I love what you said about rolling your eyes. And I think if you said to somebody, “Hey, I, you know, I wanted to talk to you for a second today when you came out of the room with Mrs. Smith and you said to Sarah in the hallway, gosh, she was so nasty and you were rolling your eyes about the fact that she rolled in five minutes late with her Starbucks in her hand and it inconvenienced your whole day.

That moment was a great example for client bashing, right?” And I know that, you, I'm not saying that you do it regularly. I'm not even saying it's a pattern of behavior. It's a one and done. And when we give feedback and we give people an example or even several examples, it is still changeable.

It's not a label. It's not a permanent. It's not a closed ended door. It's a, Hey, this thing happened. And in the future, you can make sure that it doesn't happen again. Like you can change it. You can make it different. And I think that's the difference in how we coach and getting someone to actually accept the feedback has to do with that closed ended door, right?

It's like I'm labeling you and I'm writing you off before we even start.

Dr. Andy Roark: Well, I think, your example there opens up a couple of things that I want to put in our action steps. So, in order to do what you just said step one is creating a culture of honesty and feedback. Or yeah, culture of honesty and trust so that you can give the feedback. And so, for a lot of people, it's the ability to say to the person, hey, when this happened, this is what came out of it.

And if you're like, wow, I love the way that she said that that's straight out of our coaching and feedback course that we have in our Leadership Essential Certificate. And so if you're like, oh man, I would like to give feedback like that's, where that comes from. And so you can pull it on the Uncharted website or over at VetFolio. Anyway, that you've gotta be able to talk to somebody like that, you know?

And so one of the big things is trying to build trust with, it's just knowing your people, trying to build trust with your people so that you can give them that feedback and say, “Hey, when you did this, it was an example of what we were talking about.”

Stephanie Goss: Yes. And, I think that is, I'm so glad that you said that because that for me is really like the step two. So I said step number one was looking at it yourself. And the reality is that giving feedback and taking feedback have to be a two way street. And so as a leader, if you want to create that culture of trust and honesty and the ability to give and take feedback, it has to start with you.

And that's where for so many of us, we get caught up in our role as a quote unquote manager is to direct other people, to do the things that we want to do. And we forget about the fact that if, that's all we do, all we're doing is creating culture of do as I say, not as I do, we have to be willing to look at our own actions and put it out there in front of the team to say hey guys, you know, at the, end of the day, a really self-aware practice owner or doctor, in the example I use, like if they come out of the exam room and they're talking smack about a client, even if I've had to mention it to them as a manager, a really self-aware owner or leader would be like, End of day huddle.

“Hey guys, I realized that I came out of the room today and I was irritated because Mrs. Smith was 15 minutes late and it was screwing up my afternoon. And I, you know, was smack talking and I realized that I did that. And I, you know, I just wanted you guys to know, I don't, want us to client bash.

I realized that I did it and it's, you know, it's not okay. And I just want you to know if you see me doing it. Please call me on it because I want you guys to, I don't want any of us to do it myself included, right?” And it's that ability to own it for yourself and put it out there in front of your team.

If you're not willing to do that, you can never teach someone else that skill if they don't see you being willing to do it first.

Dr. Andy Roark: Yeah, so I agree with that. Other things I'm sort of pulling out of this is, remember that clear is kind here. You need to speak in specifics. If this person truly lacks self-awareness, and you're like, you know, you just you know, like when things got unpleasant in the treatment room today, if they're not self-aware, they're not going to know what the hell you're talking about.

I have no idea. Like you to say, when you did this, it's an example of what we're talking about. And so you need to clear as kind, speak in specifics, you know, talk to them about the specific thing that you're talking about. And then, you know, right here, some people go, well, shouldn't I talk to them about self-awareness overall? And I think, the hardest part of this, but I think it usually takes care of itself is, if you catch these behaviors. And you have these conversations, and you give this feedback, and you can get heard. Oftentimes, you will teach people the skills of self-awareness that they will apply in other areas, if that makes sense.

And so, if I can get the person to understand how they're affecting the staff, oftentimes, they will learn about themselves, they will start to learn about their ways of working, and then we can apply those things to the clients, or we may be able to get them to apply those things to their communication with clients, you know, separately.

And so don't, lose sight of, this is one of those opposite ones of, don't get lost in the forest when you're focusing on an individual tree. Look at this specific example and fix the thing that's in front of you and talk about that thing. And, continue to work on it. Continue to make progress.

If you can make progress picking an example and working on it and picking an example and working on it, ultimately, we can build those muscles. So these people can expand what we're teaching out to other areas. But a lot of times what happens is people don't know how to fix what's in front of them because they're focused on the big nebulous self-awareness problem.

Stephanie Goss: Yeah.

Dr. Andy Roark: So anyway, it's in my experience. Big nebulous self-awareness is too big to fix, really. So figure out what the specific things are and coach to those things.

Stephanie Goss: And I think the last thing action step wise for me here is that as a leader, you absolutely have to, I mean, we've talked about this on the podcast a million times, humans are simple animals and how do we train and have it be most effective is with rewarding positive behavior and rewarding the behavior that we want.

Right. And so I think as leaders, A lot of us think about self-awareness and we're like, Oh, I need to coach to this when it's not going well. And that's the wrong way to look at it. What, especially if you have someone who you feel like is really not self-aware, your job as a leader is to coach to the moments where they are being self-aware and praise them for doing it. And if you forget that piece of it, it's not going to go as well as you want.

So when you are intentionally like, “Hey, I have this person and they really want to work on their self-awareness skills” part of the action planning for yourself is going, okay, what am I going to do to catch them being good, right? What am I going to do to acknowledge and be like, hey, today If you have a person who the great example from, my own past is I had a team member who would talk over everybody in the team meeting.

And they wouldn't raise their hand, they would just blurt and it was like, you know, they, were the big voice in the room. And when we started working, a lot of it was on tone and the way that they were coming at it. Like, to your point, the perception of the team was like, they don't care what anybody else says, they only want to get out their point and then they stop listening.

And so we had been doing some ongoing work. And so for me, the goal was, I needed to look at this not as, okay, this person is I want, they're at A, I want them to get to Z, and I've only seen them get to B, and being frustrated by that, right? As, that's the easy place to go as a leader. For me, I had to sit down and write my own action plan, which was, okay, if I want them to go from A to Z, I want to continually reward them.

And so it started with things like, “Hey. Thanks for letting other people speak up in the meeting today. I noticed that you know, I noticed that you did, I noticed that you, blurted out, but you were raising your hand and I really appreciate that. That's a great step in the right direction. Thanks for doing that thing.”

Right. And it became measured over time where I was looking for, the end result was like, hey, I mean, we had to institute a talking stick because of this person. And then it became easier when I was like, oh, hey, we didn't even need the talking stick at all today. And then it was like, hey, we haven't needed the talking stick for the last five meetings.

And like, I really, I know how hard you've been working and I just really wanted to call you out and say, hey, thanks, you know, and it's a rewarding that positive behavior and figuring out how you're going to catch them doing the good thing more than you're giving them feedback that it's still the negative thing is still happening.

Dr. Andy Roark: Well, I mean, I think that there's a point there too. And we talk about this a lot, but you know, we talk a lot about training and I don't care how smart you are. You're a simple animal. And when we think about, what do you think about, say, just training dogs? We can train dogs, and we train them with positive reinforcement. I don't think dogs have self-awareness. I think that they , you know, they're not self-aware. They're not thinking about the impact of their behavior. When Skipper Roark jumps up on people,

Stephanie Goss: Just gonna say…

Dr. Andy Roark: He's not thinking about, when Skipper Roark raided the Christmas hiding place and ate my dark chocolate orange. That my wife got for me because it's my favorite thing in my stocking every year and then I had to make him throw up. He wasn't thinking about the ripple effects his behavior had. But Skipper can be trained by positive reinforcement. same thing here is, you know, we can always try to move people in the right direction by praising the behavior that we want to see.

And a lot of times we get so focused on fixing problems that we stop training the positives. And quite honestly, the positives are a great way to get people moving in the right direction and celebrate them. And we ask people to make sacrifices or do things that are hard for them, and then we don't celebrate them for succeeding at those things, those little things.

And a lot of times people go, well that's so small, should I celebrate it? It's remember when we train, right? We just when we're teaching a dog its name, we praise it and give it treats just for looking at us when we say its name, even if it's probably looking at something else. We're like close enough…

Stephanie Goss: Right?

Dr. Andy Roark: Let's reward it. And again, I don't care how smart you are, you're a simple animal and this is how we all get trained this way. And so anyway, I think that's really important. I got two resources that I would put down real quick that I think are good if people are up for it. Um, you, and I are big fans of DiSC.

And so we, we teach DiSC at Uncharted. DiSC is communication styles. It's how people communicate. I think DISC is a great tool for people who are trying to learn self-awareness or need to learn self-awareness because it shows you very clearly that people communicate differently. And it talks to you.

It's a, you take the test. It tells you what type of communicator you are and it tells you how people perceive you positively and it tells you how people perceive you negatively and a lot of people's minds are blown when they're like, what do you mean? I'm too direct. What do you mean that people get frustrated because I'm unwilling to change or you know and that's a big dose of self-awareness.

If you look at it, and go none of this is true Mmm, I would reconsider but if you're willing to look at it and just say ” How do I communicate?” How do others communicate? How do they perceive me and how do I perceive them? I think that's a very big practical, pragmatic step towards some self-awareness.

Stephanie Goss: Well, and it’s a tool that looks at communication behaviors. It's not a personality assessment. So, it's not, it's a thing you can, it's a thing you can change, right? It's about specific behaviors that, that you absolutely can make actionable change on. And so it doesn't label someone in the way of oh, this is just my personality. I can't change it.

Dr. Andy Roark: Yeah. The other resource that I would give is VLE, the Veterinary Leadership Experience.

It's a, like a week-long kind of summer camp. I think it's in June. It is, yeah, it's kind of a, I don't want to sell it short or say in a different way. It's a leadership training experience, but it's kind of like an outward bound type of program.

I mean, it's outdoors. It's a lot about resilience. It's a lot about sort of self-awareness. It's a lot about empathy. It's, sort of working together, stripping away a lot of the, you know, the, practical vet medicine parts to focus on the human parts the interactive parts and if people have never done anything like that it can be really eye opening to see people deeply and to see and see how you're perceived and to see and hear how you know how your actions impact other people. And so anyway, it is a um, it can be a life changing experience for people. So anyway, but if that's something if you've never heard of it, or you should definitely look at it I have a hundred percent seen teams talk, practice owners, medical directors, managers into going to something like this.

And then be really happy with sort of the experience those people had and how they start to look at, the team a little differently coming out of it. So anyway, DISC and then VLE, the Veterinary Leadership Experience. Those are just sort of two resources that come to my mind.

Um, if people want to invest, yeah.

Stephanie Goss: Those are great we'll drop links in the show notes for both of those for everybody. So they're in there and you can check it out if you've not heard or used either of those tools. This was kind of fun. I'm going to be curious to see how without the examples, how helpful people thought that this was, but I thought we got into some good ones.

I'm, I had a lot of fun. This was, great.

Dr. Andy Roark: Absolutely. Well, thanks for being here, everybody.

Stephanie Goss: Have a great week.

And that's a wrap on another episode of the Uncharted Podcast. Thanks for joining us and spending your week with us. If you enjoyed this week's episode, head over to wherever you get your podcasts and leave us a review. It's the best way to let us know that you love listening. We'll see you next time.

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

Jan 22 2024

Top Tricks For Talking Money With Clients

In this week's episode, Dr. Andy Roark is joined by Adam Christman and Louise Dunn to discuss their favorite tips for handling financial conversations. Together they tackle some of the common challenges we face as veterinary professionals and offer various resources to make sure we're keeping care accessible. They both offer insight into effective team training as well as the importance of creating a special veterinary experience for your clients. Let's get into this episode!

Uncharted Veterinary Podcast · UVP – 269 – Top Tricks For Talking Money With Clients

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

This episode is brought to you by CareCredit! This information is shared solely for your convenience. All statements are the sole opinions of Uncharted Veterinary Podcast, and neither Synchrony nor its affiliates, including CareCredit, make any representations or warranties regarding the content.

Do you have something that you would love Andy and Stephanie to roleplay 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

RESOURCE LINKS

AAHA Article on Pet To Care Study

CareCredit Tip Sheet

Pet Health Finder

Pawlicy Advisor

Pet's Best Resources

ABOUT OUR GUESTS

Louise Dunn is a renowned award-winning international speaker, writer and consultant. She brings over 40 years of in the trenches experience and her business education to veterinary management. Louise is founder and CEO of Snowgoose Veterinary Management Consulting. SVMC works with veterinarians who want to develop a strategic plan that consistently produces results. Most recently Louise received many awards including the WVC Educator of the Year numerous times and VetPartner’s The Life Time achievement Award in January 2016.

Besides all aspects of practice management and mentoring, Louise’s passions include her husband Joel, Annabelle her English mastiff Therapy dog and her little sister Afton, kayaking, opera , gardening and New England Patriot’s football.

Adam Christman, DVM, MBA, is the chief veterinary officer for dvm360®—an MJH Life Sciences® company —who oversees content strategy and development and is the brand voice and personality for dvm360®’s multimedia channels. As a charismatic leader, he brings wit, humor, and authenticity to animal health care as the host of a new web-based talk show, dvm360 Live!™, The Vet Blast Podcast, continuing education webinars, and live media broadcasts. Christman also has been in private practice and shelter medicine for 18 years and is currently a member and treasurer of the New Jersey Veterinary Medical Association. He received his DVM degree from Iowa State University’s College of Veterinary Medicine in Ames, Iowa, and his MBA from Aspen University in Denver, Colorado.

Christman is a national thought leader, speaker, and author on practice management, social media, and rehabilitation, and coauthored, “Honey, Have You Squeezed the Dachshund? A Pet Owner’s Guide for Owners Who Are Terrified of IVDD”—a book on dogs with disabilities. He has been featured in multiple publications and appeared on various multimedia shows throughout the United States, sharing his expertise and passion on all things veterinary medicine. As an avid social media influencer for animal health care, he has over 800,000 followers on TikTok and 53,000 followers on Instagram. He loves to engage with fellow pet parents and veterinary professionals across social media. Christman is an advocate of Pride VMC and Pawsibilities. He is also the proud dog dad to 4 dachshunds and believes no one should be deprived of the incredible human-animal bond.


Upcoming Events

All Upcoming Events: unchartedvet.com/upcoming-events/


Episode Transcript

Andy Roark:

Welcome everybody to the Uncharted Veterinary Podcast. I'm your host, Dr. Andy Roark. Guys, I got not one but two of my good friends on today. First of all, I have the one and only Louise Dunn. Louise is a dear friend of mine and a practice management consultant and expert. She writes for a ton of publications. She speaks all over the world. She's a genuinely wonderful, very knowledgeable person. And I have Dr. Adam Christman, who you may know from TikTok. He has a huge TikTok, Instagram following. He's also doing a ton of work over at DVM 360. I give them both much more robust introductions when we get started, but they are here with me today and we are talking about communicating with pet owners about price. We are having hard conversations and doing top tricks for talk and money with clients. Guys, this episode is made possible ad-free by CareCredit. Let's get into it.

Announcer:

And now The Uncharted Podcast.

Andy Roark:

Welcome to the podcast Louise Dunn and Dr. Adam Christman. How are you guys?

Louise Dunn:

Well, thank you.

Adam Christman:

Yeah, thanks for having us.

Andy Roark:

Oh man, my pleasure. You guys are some of my favorite people to talk to. I know you all, I know you very differently and so I'm thrilled to have both of you together on the same podcast. This is going to be a bit of a challenge because boy, there's a lot of personality here and it's kind of worlds colliding. So Louis Dunn, you are a guru in the business management vet business management world. You're one of my mentors. You have been since the very beginning. I don't want to get gushy here, but you introduced me to so many people when I was just a vet student and I was enthusiastic and in love with our profession and you are a big reason that I've had the career that I've had because you opened doors for me and you made introductions to me and you convinced people to talk to me when I didn't.

Maybe it wasn't obviously worth their time and I can't tell you how much I owe you, but you're someone that I respect the heck out of. I've had you at a speaker as a speaker at Uncharted. I read your articles and so I think the absolute world of view, Adam Christman, not so much Adam. We met, I think we met at a cocktail party one time. No, lemme tell you about you Adam Christman. You were a fascinating person. You have be friends just the last year or so of working together. You're doing a lot with modern social media. You have a huge TikTok following. Really, I think your work is really interesting in how you talk both the veterinarians and pet owners. And I can tell you as someone who's tried that, it's really challenging and hard to do. I think you do that really well.

You also are the driving force behind the Fetch conferences and DVM 360 I that I've ever in my career, seen someone get an opportunity like you got over there and just absolutely, as someone who makes content for a living, I know how hard it's to continually come up with good ideas and exciting things and interesting things and the amount of work that you have put into Fetch and DVM 360 in the last couple of years and now you've grown and you've, you've got a team around you that's really sort growing and selling, but just you took that opportunity over there and just have really done exceptional things with it. So I just admire both of you so much and I'm so glad to have you guys here.

Adam Christman:

Thank you so much.

Louise Dunn:

Well thank you. Happy to be here.

Adam Christman:

That from Andy Roark. Louise Dunn, my gosh, I'm glad I'm sitting down.

Louise Dunn:

It just shows how old I am.

(Laughter)

Andy Roark:

Well, I wanted to have you guys on today for, I saw that you guys, you were doing a presentation recently on top tricks for talking money with clients and I always like that. I think everybody wants to keep care affordable. Everybody wants to advocate effectively for pets and balancing those things. We're also going into a period where inflation is becoming concern and we're looking at is the economy it strong? Is it not strong? We're going back and forth. The world is changing and I think a lot of affordability and access to care are really important conversations. So I was really intrigued by this and I said, I think the world of both of you, and so I really like just have you guys start to lay this down for us as we start to walk through. So let's just go through this in a tip style format if that's okay.

I'm going to open the floor up. Louise, when I was looking at what you guys have put together and the message you've been bringing out, you seem to open up tips about transparency. Can you talk to me about what that looks like as you start to set up these difficult conversations?

Louise Dunn:

Absolutely. The answer that we seem to have is we don't like to confront yet. We want to give the best quality of care we can. We're in the service business and the service we provide is veterinary medicine. And so what happens is we're not trained. We don't do a good job in what's called axiology. Axiology is the study at the perception of value. So what do we do to help our clients not see sticker shock? We need to be transparent. We need to let them know we're in the service business and the service we provide is veterinary medicine.

And when you have a client that has sticker shock, you're putting them in a situation where they don't know what to do. So you want to start the conversation and just take one step at a time and open up, this is what we're going to do, but we're not going to do anything until we discuss a treatment plan. You're being transparent. In fact, there's some companies that are so transparent, they put prices on their internet, on their website.

Andy Roark:

So Adam, lemme hand that over to you. Real quick. Thoughts on pricing on the internet? I've thought about this a lot and I've seeing different practices doing this. There's real benefit I think in not having people come in and be completely floored about what they're getting into. I think a lot of doctors really grit their teeth and go and if they don't talk to me, they're not going to that. It's worth it. What are thoughts?

Adam Christman:

I agree, Andy. It's interesting because here we're, when I give these customer service lectures, we talk about “how much is it to spay my dog?” And that's a very classic question where you can say, oh, it's $500 and then they hang up. Whereas you want to make it not the experience, not so transactional, but actual. So who am I speaking to on the phone? Oh my gosh, how many weeks old is this new puppy? We're so excited. You're trying to create an experience and then it's like buying a car. Don't really want to, they're not going to give you the $35,000 sticker shock right off the bat. They really want to see what comes with all the bells and whistles. So I agree though. There's got to be a little bit of a fine balance because you need to put everything up on the internet, but maybe some of your high touchpoint items might be good to be transparent about.

Andy Roark:

I like this. Alright, so transparency up first. Where do we go from here?

Adam Christman:

Well, one of the first tips that we usually recommend is to acknowledge all your clients because we have so many different ones that are out there too. So this could be from the client in the exam room to the scrollers like myself. We're always going through our social media feeds and seeing what's out there because there's going to be some Facebook ads or Instagram ads that are going to be in there. And phone shoppers we just previously talked about too. And so how do we go about acknowledging all those clients? And I think Louise and I, we chat about this around the country talking about how you can convert a follower to a client and how can they become your brand loyal clients at the same time. And one of the best ways, just like Louis was saying, is building that trust instantly and being transparent.

So you want to build trust, create value, and you want to get them bonded early on. I always say that 20% of your clients make up for 80% of your revenue. So when you find those cheerleaders that tend to be not just financial cheerleaders but also your brand loyal cheerleaders that will share and cross promote some of your social media content, that's when you have a home run. So it depends on, everyone's got these different financial buckets, but it's just a matter of how we work with them and what's comfortable for their allotment or for their budgets.

Louise Dunn:

Adam, can you unpack for me a little bit, because you do the social media thing, the value of finding your people and your brand, how do you balance that with idea of talking to all of your clients? So it yeah, I'll make it in my head around that. Are people or are we really focused on being inclusive of all pet owners? How do you that in your mind?

Adam Christman:

Thank you for this question. You're the very first person that has asked me this question. I have never been asked this, and I talk about this internally because when you have how many x amount, thousands of followers or whatever, but yet you're going to really focus on your community. But I think we do a service to the profession is really what I always say is we're brand ambassadors to our profession and how well we represent our profession. There's one thing that you'll never see me do and I highly recommend to the listeners out there, I never want you to make fun of clients out there because they notice that, they see that and it's not a good look on our profession. So what do you do? You change the narrative a little bit and you provide education. It can be fun and levity, but then what they're going to do is they're going to try to geotarget and find out where you go.

So many people, followers say, oh my gosh, I wish you were in Pennsylvania. I wish you were out west or whatever. But that's okay because what we do and what I love about this profession is I can find somebody for you too. And so I really stress that. May I not be able to help you in California, but I have clients or I have colleagues that can certainly assist. But what you want to do is you want those people to say, I have a cousin that lives near you in New Jersey. I would love for my sister. She would love to see you. And so that's how you work a little bit on your niche a little bit. You could build your clientele, your community. The second thing that I'll say, my last thing for this is that I do think the power of going live on social media is incredibly powerful and I know it's a vulnerable experience, but I challenge our colleagues out there to do this because people love it.

And you can again, focus on your community within your town out many miles out. You want to market them out. You could certainly do it, but I think there's some added value that you're offering. Again, we're talking about access to care, but also access to education. It's very hard for certain pet to maybe ask very simple questions like, I dunno how to clean my dog's ears a little bit. Can you show me? So by that you're creating this great bond, that word of mouth will spread very fast. So it works nicely if you want to really build your clientele up. I really do recommend it.

Andy Roark:

I like it. So we talked about transparency, we talked about recognizing all clients. What's number three?

Adam Christman:

So tip number three would be coaching the team because it shouldn't just be on, say the practice manager like Louise, it shouldn't be on Dr. Roark or Dr. Christman. We want to make sure that we role play the workflow together. What does this look like? And are we all educated enough to understand the available opportunities that are there for our clients? And what tools are we going to be allowing? So we want to choose tools for the clients and the team that can support cost of care conversations, and we want to integrate that cost of care information into the decision making treatment plans and patient visits. So for instance, if we have a client that says to us, listen, I really wish I can afford this right now, but I dunno, what are the options? Well, we want to make sure that we have provided all the education to our staff and our team to educate them.

For example, maybe your hospital can offer pay overtime options that don't require hard credit. Maybe there's other options like CareCredit for them to consider. And there's options like Variety, VetBilling or Sun that I talked about too. And there's financially friendly clinics that are out there as well that are nonprofit, that offer nonprofit or grant programs. There's a website that I like. It's called pethelpfinder.org. It's got over 4,400 resources listed on that site for available financial offerings. So again, those listeners out there may not even know what I just said about that. So I challenge your team to learn about all the different options that are out there in addition to, of course, pet insurance.

Louise Dunn:

Well, the thing that's really interesting is we think that we know everything and sometimes we underestimate or sometimes we overestimate our clients. One thing that we need to know and we need to make sure our team knows is that in the Path to Care Pet Finding study that was conducted by the Chadwick Bailey on behalf of CareCredit, it said that 52% of pet owners researched the pet's care. 61% of them researched their costs, and 59% of them say the variety of payment options is important. And 52% say finances is important. So it's not just about giving the best training to our team on how to know what catheter to use or what pain medication to use, or what side effects there might be on certain medications. It's helping clients understand and afford what they need to do.

Andy Roark:

Talk to me a little bit about where communications go from here, what we're trying to do, what we're trying to do a training, and so are we free styling? Is every client different? Do we have systems that we try to run people through? Talk to me a little bit about the pet owner as an individual versus trying to build a cohesive system in our practice.

Adam Christman:

Yeah, so that's our next step is providing individualized care. I always say that VIP, everybody's important, Andy, right? Everybody wants to be seen. Yes. So I stands for individualized. It's very individualized, pet parent, very individualized pet. And what does that really mean? So it's not cookie cutter. Everyone knows I'm a dauchs-a-holic. So if I was to walk into a clinic and I have a person that dims the lights and offer me these warms, not a cat parent, but you're doing all these things for cats, that's not for me. That's great. But I would want to make sure that maybe you got ramps ready for me, maybe you got stickers or whatnot. That's going to show dachshunds things that are going to get me excited to really consent to be compliant and follow along with any of these recommendations. So providing that personalized care is so, so crucial in this day and age.

And the other things that we do, simple things that you may not know is DNA testing huge thing is providing individualized care because we want to know not only what they're made up of, but what are genomic sequences. Because what we're finding, what we're practicing in our hospital, we offer and recommend DNA testing early because we're finding that a lot of these pet parents are more likely to get pet insurance. And so that's a really huge thing. We also talk about liquid biopsy testing as they get older too, as pre-cancer screenings or identifying cancer markers and also talking about integrative modalities that could be more specific to certain needs. So for example, the large Great Danes or the large German shepherds or whatnot, they're going to need a little bit more work with maybe rehabilitation and movement versus some of the smaller breed dogs. So I think that's really important, providing individualized care because what we find is the money can go along for the ride. The fact that we're offering really one-on-one ideas, or whether it be get well cards, thank you messages, care packages, sympathy cards, Chewy for instance, does very well with this, making them feel like a VIP. So I think that's a good example. I know Louise talks about the four Rs of personalization. Did you want to share with them what that is?

Louise Dunn:

Yeah, I would. The four Rs are recognize, remember, recommend, and what's relevant. So again, recognize, remember, recommend, and relevant. We need to recognize that you can't always judge a book by its cover. We have to remember what's important. For example, if an animal came in and was euthanized and you didn't have a comfort room and you put them in the examine room two, that client doesn't want to go back in the examine room two. They remember it. But for us, we don't even think about it. When we recommend, we don't give ultimatums. We give ideas, we give recommendations because we're a professional, we're not in the amateur. The definition of a professional is not being an amateur. Every person, whether you're a veterinarian or an animal healthcare team member, you are a healthcare professional. So what you recommend the person is going to listen to. So you want to be relevant.

And when you're relevant, you're able to focus on that particular breed, that particular client, that particular type of communication style, that particular person's emotions at that particular time. If their animal was just injured by a car, hit by a car, their emotions are going to be very high. If you have bad news, tell 'em that their emotions are going to be all over the place. You have to be relevant and stick to the point and keep your eye on the ball. What you're trying to do is put your arms around that client so that you can communicate. They understand what's going on. You've taught your team how to do this and why it's important. So they together with you, can make the decisions that those animals need and deserve. So I love your for to recognize, remember, recommend and relevant. So we've talked about transparency. We've talked about recognizing all clients. We've talked about coaching the team, and we've talked about providing individualized care. What's our fifth and final tip?

The last tip that we're discussing is know what your clients value.

Adam Christman:

How many of us value our pets as their fur babies? I probably would do anything and anything for them. I would give my left arm for them, but not everyone feels that same way. So understanding the value system of pets when they walk in is interesting and it must be respected at the same time. Some pets are considered, pets are property, but humans as a pet owner, there's that fine line that they're saying, I'm just here for the rabies vaccine doc and that's all I want. And we have to be mindful and respectful of that. At the same time, we can always make our recommendations, but there's a fine line between pushing versus making recommendations. And what we also find is that the hierarchy of the roles of the pet pyramid is what we call it, has certainly changed. We know that our Gen Z clients are really celebrating them and going crazy with their birthdays and happy gotcha days and so forth. And they want that same enthusiasm to be reflected at the veterinary hospital that they choose. And if it shows again, they're more willing to pay for certain things and to do certain things. If they see that that enthusiasm is infectious along the team,

Louise Dunn:

Well, I mean, look at what Starbucks has done. You go to Starbucks for your coffee, you pay five bucks for a cup coffee, but you go because you want to get that puppucino. Why do they have puppucino? Is it because they buy too much cool whip and whipped cream? No, it's because they want to have the experience. I'll tell you, if I go to the bank without my pooches or I just go to the night deposit at the bank and it's not open, my pooches are upset because they know when they go bank that they're going to get their milk bones. If I go to the bank and the bank is closed, I get attitude from my English Mastiff. Oh my gosh, why is the bank giving Milkbone? Because it's an experience. Why is Starbucks doing puppucinos? It's an experience.

Adam Christman:

I do want to add Andy too, because in this day and age, it's so different for the vet to be a pet parent. There are hospitals around the country now that are offering step and repeats. They have a whole thing. They have the whole ring light, they have the background, or there are hospital logos in there, like a step and repeat with a red carpet rolled out. There's one hospital in LA that caters specifically to the pet influencers, and they have, I mean, it's like when they're walking in, they have a fake round of applause that's coming..

(laughter)

Andy Roark:

Oh, that's funny.

Adam Christman:

…but they eat this up. So knowing your audience, knowing your clientele, that's clientele is not going to work, obviously, in another area. So knowing that is so important. But I agree, Louise, it's all about having that experience when I went to my bank and the bank teller, I was holding up two of the wheens I'm like “Look at them, check it out!” And I didn't get a biscuit. Do you know, I said something? “Did you not Griswold and Capone right here?” You know? But it's so funny that that's memorable and impressional enough for me to be upset about it. So I love that you share that.

Andy Roark:

Oh man, you guys, thank you so much for being here. I so much enjoy these conversations with you guys. I love thinking about this. I'm going to, I love the step and repeat makes me happy or reminds me of a clinic in LA that I used to know that did this organic lavender bath and it was like a $300 bath that they offered, but it was the clientele that they had and where they were located, it was something that was wildly popular. They couldn't do enough of them. I think that part of understanding who your clients are and recognizing what they value and the experience you're trying to create, I think all of that makes a ton of sense. Before I let you guys go, I always like to collect resources. So Adam, you mentioned pethelpfinder.org. I'll put a link into the show notes about that. What other resources do you guys like? Where should people go to learn more?

Adam Christman:

I like Pawlicy Advisor. I think that's a good one to check out for Pet Insurance Ones and Pets Best Vets is another good one that I like. What about you, Louise?

Louise Dunn:

CareCredit, Of course. So that we're not put in a position of us being the banker, letting them set up credit before they actually need it.

Andy Roark:

Yeah, no, I'll put links to all that stuff down in the show notes. Guys, thanks so much for being here, everybody. Thanks for tuning in. I hope you enjoyed the episode. I hope you got as much to think about as I did from it. Great. Thanks everybody. Take care of yourselves, gang. I'll talk to you later on.

Adam Christman:

Thank you.

Louise Dunn:

Thank you.

Andy Roark:

And that's what I got. That's it. I hope you guys enjoyed it. I hope you got a ton out of it. Thanks to Adam and to Louise for being here. I very much enjoyed them. Gang, take care of yourselves, everybody. Thanks again to CareCredit for making this possible. I got to say that. Be well. I'll see you guys later on. Bye-Bye.

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

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