Have you faced losing a highly valued employee?  If not, you’re fortunate, but the odds are it will happen at some point.  Here are some questions to ask yourself:  Am I ready?  Do I know what the daily critical tasks are and who has the knowledge, ability or training to handle these?

What is your triage plan? Have you considered how vulnerable you are to having a key employee suddenly leave?  Most employees give two weeks notice, but emergencies do occur and there isn’t always the luxury of a transition period.  It’s sad to say but people have accidents, illnesses and move with little to no notification.

When you lose a key employee (often administrative and overlooked), you then learn the ‘behind the scenes’ work of which you were previously unaware. Most employees don’t share the details of their work because managers don’t want to be bothered with the details as long as the work gets done

IDENTIFYING TOP PERFORMERS – It isn’t that you favor one employee over another; but, you do recognize the ones you rely on more than others.  They are part of the “backbone” of your team and (depending upon the position) if you lost one of them, it might feel as though your legs were kicked out from under you.

Key Employees – Duties and Responsibilities

What is essential?  Is it billing, accounts receivable, software knowledge, procedures and processes? 

Extraordinary tasks – Do they have information in their heads but not on paper?  What about passwords and access to critical information?

PREPARATION – “An ounce of preparation is worth a pound of cure.”

If you don’t take time to plan for the loss of key employees and the worst happens, you’ll suffer an even more painful ordeal.  Since you can’t avoid it, the smartest thing to do is prepare yourself and your organization.

Job Descriptions – at least have at least a good written job description which includes responsibilities and essential functions. As a bonus this can be the basis for recruitment in the future and used as a measuring tool for evaluating job performance.

Cross Train – Now! This helps not only when somebody leaves suddenly, but also during illnesses, vacations, and emergencies.

Groom – Survey your current employees and identify someone who can be prepared to take over at least some of the responsibilities.  (This does not have to be the person to permanently fill the position.)

Ask yourself “What would I need to do to return to normal without that individual and how long would it take?”

PREVENTION – Retaining Employees

Many managers don’t value or make use of their most precious resource, their employees. When managers ignore their internal environment, they make a critical error in judgment.   Find out what is really important to them and focus on THEIR values instead of what you THINK would be important to them. 

Money–Sometimes this motivates, but not everyone is driven by financial rewards.

Vacation – Often people would appreciate more days off to be with their family over financial compensation.

Flexibility – Instead of having to use a half-day of vacation for a 1 or 2 hr doctor appointment, maybe you can just let them be out of the building for that period and make up the hours another time.

Appreciation – Believe it or not many employees are more driven by words of affirmation and appreciation than money.

Face to Face Time – It’s a busy world and our time is based on our business priorities.  But investing time in an employee by taking them to lunch and being interested in them (NOT talking ‘shop’) is a morale boost.  And you may find the results are beneficial to both of you.

WHEN IT HAPPENS

• Meet with the team and communicate the situation and needs
• Move the “groomed” employee into place or review what critical areas they can take over in the interim.  (Remember to compensate them adequately for the additional responsibilities or you will have a disgruntled employee.)
• Review non-critical areas of responsibilities and then share the work with the rest of the team. (Make sure you get their input AND utilize their experience.  When you genuinely “hear” your employees it improves teamwork and morale.)
• When recruiting for the new team member consider hiring for the level of your needs in two years rather than the present.

The business is looking good, but the office is a mess.  You have great people who are taking care of things, but you’re not sure you know what they do or how they do it!

Believe it or not, you could be losing money in inefficiencies; but a well-run office and staff can save you thousands of dollars, hours each week, and provide even more support for your goals.  You’re feeling the “curse of success”, so many clients and so little time that you no longer know what’s going on “behind the scenes”.

You may have been so busy ‘fire-fighting’ that you haven’t had the opportunity to see the long-term value of reviewing best-practices in your own environment.  But when the office operates on a “that’s the way we’ve always done it” basis, it’s time to rethink the priorities, reconsider the process and rework the tasks!

Through giving your staff the authority to manage responsibilities, information and tasks, they are more likely to find ways to save time and money. At optimal efficiency there is no “busy work”, just productive work.

Where to start? 

Ask each person to list their duties or tasks, include due dates and how long it takes to complete, find out where this information is used and how it flows through the business.  Inquire as to what THEY think is important.   As you get this information, you’re gaining insight to your employees’ responsibilities, strengths, and most importantly what they see as the priorities.

You might have thought you knew what was going on, but now you’re starting to see it on paper and may be surprised.  Are their priorities in-sync with yours and is their work supporting your goals?  Is the right person doing the right job or tasks based on their skills and proficiency? 

Tip:  Don’t have time to review this information in detail?  Then why not share the combined information with staff and ask them what they think can be improved?  Most employees take it as a vote of confident when the boss asks for their opinions and ideas. 

Finally, the key to efficiency is organizing.  Some people are very (and naturally) organized and others are not.  Being organized isn’t a ‘magic gene’ and either “you’re born with it” or not.  For most people this is an aptitude that, when learned, is applicable to all facets of life.  You may find your employees welcome the training where they can learn new techniques and how to maximize the assets (office equipment, software applications and space) that are most likely already available to them.

Need help to see the big picture or discover those hidden assets in your office? Feel free to phone or email me.

We keep things for a couple of reasons.  Sometimes they remind us of events, people, and feelings and sometimes we think that as soon as we throw something away, we’ll need that item again.

Each reason for keeping things comes with its own set of questions and challenges, but this week we’ll work on how to approach our “Memory Clutter” and some solutions.

As you go through the attic, closet, basement, garage, etc., here are some questions to ask yourself:

Why am I keeping this?

• Do I even like the item?
• Do I keep it because I want to or only because I care for the person who gave it to me?
• Is this a healthy memory that uplifts me, or does this deplete me?
• Does this make or cost me money?

What is the cost of keeping this?

• How much space does this item “own” in my home?
• If I keep this, where should it be so that I can find it later easily?
• How much does this item “own me”? (A cluttered environment creates stress and confusion.)

The S.P.A.C.E. below is from Julie Morgenstern’s book “Organizing from the Inside Out”.

5 SIMPLE STEPS TO MORE S.P.A.C.E.

SORT – as you go through each items sort them into categories and place them in bags or boxes – make sure you mark each clearly as to the contents!

PURGE – think of what you’ll SAVE when you purge!  A space for the items you really use and love!  This is your opportunity to give items away, donate, recycle or just toss!

ASSIGN a Home – find a proper place for the items based upon where they are used and how often.

CONTAINERIZE – once your items are together, there’s an array of choices for storage from clear tubs to pretty, lined baskets.

EQUALIZE – 2 weeks after the job is complete go back and reevaluate your system for refinement.

Need a little help getting started?  Feel free to contact me and we can talk about how to take you from over-whelmed to under-control!