Category Archives: Business Processes

What are the first steps you should do after returning from vacation?

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Hello, this is Laura Lee Rose.  I am a speaker and author. I am an expert in time and project management.

I help busy professionals and entrepreneurs create effective systems so that they can comfortably delegate to others, be more profitable and have time to enjoy life even if they don’t have time to learn new technology or train their staff.  I have a knack for turning big ideas into on time and profitable projects.

At the end of the day, I give people peace of mind.

Today’s question came from a busy professional interested in freeing some time and space to advance in his career.

What are the first steps you should do after returning from summer vacation? Can you discuss the challenges of returning to work after summer vacation and offer some useful strategies to make the transition back to work easier.

We are often bombarded with an outrageous amount of emails, activities, and questions when we return from an absence; whether it’s a vacation, a business trip or an illness. The best solution for “planned outages or absences” it so actually plan ahead. Make sure you have well-trained representatives that can handle your regular activities in your stead. Make sure you have all your important procedures documented and published. Make sure you have your significant dealings completed prior to your leaving. Make sure you have your “second-in-command’ well versed in things that may pop-up while you are away. Make sure your email-autoresponders, and voice messages are properly announcing your “out-of-office” intentions and your backup contact.

I also recommend not giving anyone by your “backup contact” – your out-of-office contact.   Allow your designated representative to determine if/when there’s a need to contact you (and no one else). All information should be flowing through this person while you are away. Don’t sabotage his/her job by allowing people to go around him/her to get to you.

By doing the above, you will have paved you way to an easier entry back into the workplace.

Returning to work after summer vacation

  • Move all your emails to a “misc” folder and out of your inbox. The assumption is that everything has already been taken care of by your “second in command”. Therefore, there is no need to review the past unless it is relevant to the future. If it is relevant to the future, it will come up again. If it comes up again, you still have the information in your misc folder – but you don’t have to review it, unless it comes up again.
  • Focus on things that are relevant for this week. You want to be as productive as you can be, once you have returned to work. Therefore, don’t get bogged down with reviewing things that were completely accomplished while you were away. Many things that occurred will have no impact in the current items, and you will have plenty of time to review them LATER. Curiosity is the only reason to review these things now – but it’s not the best way to hit the ground running after summer vacation.
  • Don’t agree to deliver anything of significance for the next 2 days – use that time to catch up. I normally add 2 additional days to my vacation return date on my voice mail and email autoresponders. This setup of the proper expectations that no one will receive anything from me in those two days. Setting the proper expectation is key to returning to the workplace with ease.
  • Setup one-on-one meetings (via phone is fine) with each of your staff and managers within the first 2 days of returning to the office. Once again – only focus on the things that are relevant to the future, although a quick summary of the past is fine in these review meetings. Before ending each call, highlight any Action Items, Deadlines, and Owners on relevant projects.
  • Return only the calls on items that are still relevant. Don’t waste time on things that have passed. You have successfully done your job to assign a “second in command” and your second-in-command has done his/her job.
  • Update your Individual Development Plans (IDP) with your new goals. Review your Personal Business Commitments (PBC) to see if they are still accurate and up to date. Since you have scheduled this “catch-up” time and have not committed to any significant deliveries in the first 2 days of your return, use this time to review your business commitment performance. This is a great time to make sure your individual development plans and business goals are still on track.
  • It’s also a good idea to review them before you go on vacation – to allow your subconscious to work on your next role, your next promotion and the steps you need to accomplish to achieve those goals.   This sets up your subconscious to work on these ideas while you are on vacation. When you return, you revisit your IDP and PBC to update them accordingly.

In my Professional Development Tool online course and in my various coaching packages, we go over the IDP and PBC in more detail. If you would like to learn more about those services, setup a quick discovery call at https://www.timetrade.com/book/WFSFQ

The key is to have confidence in the team that you left in place to handle things while you were away. A highly effective professional makes sure things will run smoothly when they are away.

 

I know your situation is different. Why don’t we schedule an appointment, where I get to know more about your unique situation? And then I will be happy to make recommendations on what your best steps are moving forward. To schedule an appointment, book it HERE.

With enough notice, it would be my honor to guest-speak at no cost to your group organization.

I have a monthly presentation on “how to say YES to everything but on your own terms”. To sign up for the complimentary course, go to www.lauraleerose.com/Say-Yes

What’s in a job title?

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Hello, this is Laura Lee Rose.  I am a speaker and author. I am an expert in time and project management.

I help busy professionals and entrepreneurs create effective systems so that they can comfortably delegate to others, be more profitable and have time to enjoy life even if they don’t have time to learn new technology or train their staff.  I have a knack for turning big ideas into on time and profitable projects.

At the end of the day, I give people peace of mind.
Today’s question came from a busy professional interested in freeing some time and space to advance in his career.


jobtitleWhat’s in a job title? How does one pick the appropriate job title? What does a title say about us?

A rose given any other name still smells as sweet. So – what’s in a job title anyway? How important is it?

If you had asked me this question several years ago, my answer would be very different. My answer would probably center on individual prestige or associated with the number of years and experience associated with a particular job role or responsibility. Today, my recommendations lean toward looking at what we are trying to accomplish with that title.

Today, I would go back to the company’s goal or the directive. If – for instance, your job is to influence high-profile, high-paying client – then your job title needs to be prestigious enough to warrant their time and attention.

A high-profile client may schedule time with a Director of Research versus a Software Engineer.   But having the owner of the company be the one to install the product at their test lab – may have the opposite effect. It may put unwanted exposure that you are a one-man show versus a long-established company. In that situation, you might want to underscore your founder/owner status and just state that you are here to install their new software.

An unhappy customer may feel better heard if the Customer Advocacy Manager is working with them, versus Tech Support Staff (even though the Tech Support person is handling all the customer advocacy issues).

The audit team might feel better talking to your Division Audit Officer versus your QE Manager (even though the QE Manager is also the one handling all the Audit and Process issues).

Since business cards are inexpensive and you can create your own, having several cards with different titles is useful. To avoid fumbling through which card to give out – have your goal and purpose in mind before the networking event or meeting. Then only bring those cards to the event.

So, in general – my recommendation is to directly associate the job title that will make it easier to achieve the results that you want. Don’t focus on the “years of experience” or “conventional title hierarchy”. Get creative in your job titles – and focus on what you really want to achieve with them.

If your target client values creativity and inventiveness, get creative with your titles. If your target client is more procedural and strategic, then more conventional titles would appeal to them. Focus on the goals and what would attract the target clients.

I know your situation is different. Why don’t we schedule an appointment, where I get to know more about your unique situation? And then I will be happy to make recommendations on what your best steps are moving forward. To schedule an appointment, book it HERE.

With enough notice, it would be my honor to guest-speak at no cost to your group organization.

I have a monthly presentation on “how to say YES to everything but on your own terms”. To sign up for the complimentary course, go to www.lauraleerose.com/Say-Yes

How can I keep activity/participation high around slower demand seasons like the holidays?

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Hello, this is Laura Lee Rose.  I am a speaker and author. I am an expert in time and project management.

I help busy professionals and entrepreneurs create effective systems so that they can comfortably delegate to others, be more profitable and have time to enjoy life even if they don’t have time to learn new technology or train their staff.  I have a knack for turning big ideas into on time and profitable projects.

At the end of the day, I transform the way you run your business into the business you love to run.
Today’s comment came from a busy professional.

The success of my mobile app relies heavily on the activity of users being high and consistent. We have seen a drop in participation which I believe is correlated to it being Thanksgiving weekend. I am predicting the same drop in activity around Christmas and New Year. What are some marketing techniques I can undergo to build up activity and keep my audience interested?

 

Without knowing what your “mobile app” does – it’s hard to give a specific answer. But one way is to provide apps for those specific holiday or natural slumps. For instance, if your target market are parents with small kids – providing a mobile app that tracks Santa’s activity level between Nov – Jan, incorporates the season’s activities.

If you mow lawns, offering leaf-blowing and snow shuffling for the fall and winter months (when the lawn is not growing) are some additional services designed for the natural “mowing-lawn” slumps.

If you own a greet card company, offering CARE packages (Congratulations, Appreciation, Recognition and Encouragement) packages for the slumps between busy holidays card-giving seasons is a way to up-turn the down-turn of business.

Once again – without understanding your target audience, it’s hard to answer this question. Let’s chat so that I can better understand your unique situation. Then I will be able to better recommend your next steps.  It’s really easy to setup an appointment directly into my calendar with this link: https://www.timetrade.com/book/WFSFQ

Are there career risks a person should never take?

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Hello, this is Laura Lee Rose.  I am a speaker and author. I am an expert in time and project management.

I help busy professionals and entrepreneurs create effective systems so that they can comfortably delegate to others, be more profitable and have time to enjoy life even if they don’t have time to learn new technology or train their staff.  I have a knack for turning big ideas into on time and profitable projects.

At the end of the day, I give people peace of mind.
Today’s question came from a busy professional interested in freeing some time and space to advance in his career.

Are there any career risks that a person should never take?  These career risks may be on the job, during a job search, while networking, or some other aspect.

Everyone is different, so it’s difficult to say what absolute career risks different people should never take.  Career risks are relative to each person’s tolerance to financial security, family obligations, and debt/credit issues.
But there is the adage of “The bigger the risk, the higher the reward”.

The general rule of thumb is – if you are proactive with your risk-management activities, then no career move is off the table.  Take the time to do a risk analysis (determine the probability and impact of the risk) on your career decision. If the probability of it actually “falling apart” is low and the impact is insignificant, then simply go for it.
If the Probability of it “actually falling apart” is HIGH AND the Impact of the situation is significant/major – make sure you have a contingency plan in place.  If you have an appropriate contingency plan in place, it’s still a feasible path.

For example – What if you are considering giving your manager an ultimatum to give you a raise or you will walk?  What is the career risk of this action?

1) Since you have been the top sales person, was responsible for single-highhandedly responsible for 60% of the company’s profits, MVP for the last 3 year and is currently making lower than 10% of your sales – the probability of you getting fired is low AND the impact of moving on is low because you can easily find another job based on your past performance and client connections.  In this scenario – go for it.
2) But what if you are already being paid more than you bring in and are in debt (which is why you need to ask for a raise)?  At the same time, you have been getting Average and Below-Average performance ratings in the last 3 years. Well then the probability of you not getting the raise is HIGH and the impact of you losing your job (via this ultimatum)  is significant (because you are currently in debt and have not savings).  So – should you avoid asking for the raise? Is this a career risk that you can’t afford to take?  Not necessarily.

My recommendation is to find another way to accomplish your goal.  The real goal is to increase your income. Propose a change in position in the company that is salary based (versus sales commission).  It may be a better match to your talents, allowing you to get higher performance ratings and a higher, consistent income/salary.

So – take that time to do a risk assessment on your significant decisions, regardless of the situation (professional, personal and private).

I know your situation is different. Why don’t we schedule an appointment, where I get to know more about your unique situation? And then I will be happy to make recommendations on what your best steps are moving forward. To schedule an appointment, book it HERE.

With enough notice, it would be my honor to guest-speak at no cost to your group organization.

I have a monthly presentation on “how to say YES to everything but on your own terms”. To sign up for the complimentary course, go to www.lauraleerose.com/Say-Yes

How should a small business handle the holidays?

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Hello, this is Laura Lee Rose.  I am a speaker and author. I am an expert in time and project management.

I help busy professionals and entrepreneurs create effective systems so that they can comfortably delegate to others, be more profitable and have time to enjoy life even if they don’t have time to learn new technology or train their staff.  I have a knack for turning big ideas into on time and profitable projects.

At the end of the day, I transform the way you run your business into the business you love to run.

Santa1Now that the holidays are right around the corner – how does a small business prepare for it? Do they close their doors? Do they stay open as a differential to other businesses closing for the vacations?

Of course it depends on what type of business and industry, but the one thing that you do know is that Thanksgiving, Christmas, and New Years happen at the same time every year. It’s not a surprise. Therefore, anything that repeats can be managed.

  • Make sure everyone has all their vacations identified early (by mid-year).
  • Make sure all your project schedules block out the vacation time.
  • Make sure that all your procedures, outstanding items, and possible issues that may arise during the holiday season is clearly documented and shared with those responsible for handling these issues during the break.
  • Make sure the staff has been trained on the outstanding issues.
  • Make sure your clients have been informed about the holiday schedule far in advance.
  • Make sure your clients provide you with all their requirements far in advance so that you can accomplish their goals before the holiday schedule take in affect.
  • Make sure you understand your client’s holiday schedule and plans

At the end of the day, be transparent with your holiday schedules with your clients, with your employees, and with your other stakeholders. Proper planning avoids chaos and snafus.

One last tip: Don’t depend exclusively upon email to notify your staff, client and other stakeholders. Pick up the phone to verify that they understand your holiday schedule as well as providing a personalized and individual holiday wish.

For more information on these techniques, contact LauraRose@RoseCoaching.info
phoneTake that first step and setup an appointment: https://www.timetrade.com/book/WFSFQ

I know your situation is different. Why don’t we schedule an appointment, where I get to know more about your unique situation? And then I will be happy to make recommendations on what your best steps are moving forward. To schedule an appointment, book it HERE.

With enough notice, it would be my honor to guest-speak at no cost to your group organization.

I have a monthly presentation on “how to say YES to everything but on your own terms”. To sign up for the complimentary course, go to www.lauraleerose.com/Say-Yes

Resumes that Lie and How Small Business Owners Can Detect Truth, Fluff, and Con Artistry

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It is difficult to filter out the lies and exaggerations in some resumes.

One way is to arm your screening staff with adequate questions AND acceptable answers.

1) Some companies provide qualification tests on the basic skills for the job.

2) Provide Scenario-Based interview questions, in which you provide a problem or issue that they need to resolve.  Then ask them how they would solve it.

3) Select a solution off their resume, and ask them how they specifically achieved that goal.  Ask specifically for references regarding that specific resume action item – and call that person up (versus just calling the people on their reference list).

There are several ways to detect inconsistencies in a resume.  These are just a few.

Strategies and Tips on Being More Productive Each Day

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I have written books and articles on this topic. “TimePeace: Making peace with time” has several strategies.

But some of the top 3 tips would be:

1) Be clear on the TOP 3 Things you want to accomplish today. Everything else on your to-do lists are “nice to haves”. Focus on your MUST DO Top 3. Although it might be nice to accomplish more, you will abandon the other items to assure that your Top 3 items get done.
2) Take control over your calendar. Block out time to work, Block out time to interact, Block out time to network. If you actually schedule the time in your calendar to do these things, then you don’t have to worry about having the time to do these things. Have a place for everything and everything in it’s place.
3) Get into the habit of allocating and announcing time limits on everything. For instance, make better use of 5 minutes. For example, when you want to get someone’s opinion, or someone stops you in the hallway or you want to make an appointment with someone — tell them upfront “Hey there. I would love to talk about this – and I only have 5 minutes”. This trains people to start with the bottom line (eliminating chit-chat). Act as if you are talking to a lawyer how is charging you by the minute. When you are talking to a lawyer, you get straight down to business.

One last tip. Be transparent in your goals. If you state your goals upfront, people will immediately align and you will be more productive in accomplishing the common goals.

 

You may be a micro-manager, if you ….

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Often times, people think a micro-manager is someone that stands over the employee’s shoulders every hour. But that’s not totally true.   There are other traits to a micro-manager that you may be falling into without knowing it.

 

  • If you haven’t taken vacation, you may be a micro-manager
  • If you haven’t delegated the lead of some of your staff meetings, you may be a micro-manager
  • If you haven’t allowed your team to run the show, you may be a micro-manager.
  • If you are afraid of taking a day off, you may be a micro-manager.
  • If you are afraid of what will happens when you are not there, you may be a micro-manager
  • If you haven’t allowed your team to fail, you may be a micro-manager

 

Instead of being afraid of what happens when you are not there — allow things to happen by not being there. You may be pleasantly surprised.

If you don’t allow people to try these things on their own, you miss the opportunities for growth and excellence in both them and YOU. If you are too busy taking on other people’s responsibilities, you don’t have the time for your growth and promotions.

How to track remote employee’s activities

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Hello, this is Laura Lee Rose.  I am a speaker and author. I am an expert in time and project management.

I help busy professionals and entrepreneurs create effective systems so that they can comfortably delegate to others, be more profitable and have time to enjoy life even if they don’t have time to learn new technology or train their staff.  I have a knack for turning big ideas into on time and profitable projects.

At the end of the day, I give people peace of mind.
Today’s question came from a busy professional interested in freeing some time and space to advance in his career.

 

What is a good CRM for remote employees that tracks what they are doing every minute

I have a remote employee on a significant base who works from home and road with android phone. I want to track their day.

I want an CRM web app that runs on desktop and android phone:
– Sends me a daily email report that
1) chronologically lists how previous day was spent including


A) work day start time,
B) calls outgoing and incoming
– start, end time, contact, result
C) emails reading & writing
– start, send time, contact, result
D) meetings
– start, end and result.
E) Other activities eg driving
– start, end, contact, result


2) Sales pipeline status changes and value in graph format.

This should be done as automatically as possible. Ideally with no typing by salesperson. Ie buttons only. Or only one word typing if req.

I apologize if this answer seems too blunt….but I think it will be easier to find a salesperson that you trust. Requesting an app that automatically shows you exactly what they do every minute illustrates a lack of trust in their capability and competence. It’s better to find the type of people that you will value and trust; people with the right work ethics, experience and talent — then to try to micromanage those traits into the wrong people. The right people will be turned off and quite. And the wrong people will find a way around your app.

Keep it simple. Simply focus on your required results.
If you have sales quotas and success metrics in place – and they are meeting the success criteria; why do you need to know what they ate for breakfast?

My recommendation is to do your best to hire talented and trustworthy people to begin with. Setup goals and objectives around those important metrics (like hitting at least 20 sales calls a week, making at least 5 sales per week, or whatever you deem necessary). Then allow them to fully express their talent and skills they way that best works for them – in regards to meeting those success criteria.

If they are not meeting their quotas, offer them additional training or fire them.
If they are meeting your quotas, don’t fix what ain’t broke.

If you still need this day-to-day checking; I recommend setting up a daily 5 minute call with this person or team. In the agile development (this is called a SCRUM meeting), where you meet daily for a very short time to answer the critical status questions. For you – you may want to have a daily status meeting to report their sales made, sales in the pipeline, expected sales closed dates for those items in pipeline, any roadblocks to closing on time and if they need any help in closing the deals.
Bottom line – It’s a waste of time to “big brother” everything your sales person does. Setup clear expectations in regards to number of sales, leads, and lead-to-sales ratios. Then track only the metrics that bring in the money. Don’t worry about how they get it done. Just focus on the results and treat your team like experienced and valued professionals.

For you would like more information on how to better manage your team or increase their performance, why don’t we schedule a short call. That way I will be able to learn more about your unique situation and be able to recommend your next best step moving forward.

We also have a Professional Development Toolkit ecourse available for self-study.

 Once again, I know your situation is different. Why don’t we schedule an appointment, where I get to know more about your unique situation? And then I will be happy to make recommendations on what your best steps are moving forward. To schedule an appointment, book it HERE.

With enough notice, it would be my honor to guest-speak at no cost to your group organization.

I have a monthly presentation on “how to say YES to everything but on your own terms”. To sign up for the complimentary course, go to www.lauraleerose.com/Say-Yes

Difference between running a business and a clubhouse

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Hello, this is Laura Lee Rose.  I am a speaker and author. I am an expert in time and project management.

I help busy professionals and entrepreneurs create effective systems so that they can comfortably delegate to others, be more profitable and have time to enjoy life even if they don’t have time to learn new technology or train their staff.  I have a knack for turning big ideas into on time and profitable projects.

At the end of the day, I give people peace of mind.
Today’s comment came from a busy professional when discussing prioritizing a performance review process for his company.


We’re working through our plan at the moment – it encompasses several projects.  I’m pretty hesitant to put another layer (referring to a performance review process) on at the moment.  I don’t know that we have the bandwidth to do so.

Granted, this is one of my pet peeves. This is much like saying, “I’m using my car too much to take the time to change the oil, check the tires, and do regular maintenance on my car. When I’m not traveling so much, I will think about taking the time for car maintenance.”

I have a longer series on CAReer Maintenance 101 which goes into the Top 10 Tips to Ensure Career Longevity. But today’s focus will be on implementing some type of performance review process.  Why it’s important and how to start one with minimum steps.

Setting performance criteria and reviews is to your company as your car maintenance list is to your car.  Some people go along without maintaining their car – but they pay for it eventually.  Executives that feel their team doesn’t have the bandwidth or time to review business goals, individual development goals and their performance related to those goals are running their business more like a clubhouse than a profit-based business. You may be doing a great job scheduling those projects – but you may not be maintaining the professional skills and health of those people doing the work. I say “may not be” – because without periodic reviews, you don’t really know where you stand.  Your car could give out at any time without any warning.

And asking your employees if they want to implement a performance review process is a waste of time. It’s like asking your children if they want vegetables. A diet of projects without the necessary proteins, vegetables, and exercise to keep your body of employees professionally healthy is like only feeding fast foods to your children.

The clubhouse, informal feel is great for small businesses.  You may feel that you are running faster and leaner.  And that formal performance reviews will only slow you down.  That small, family atmosphere is what got you where you are today. And it has served its purpose amazingly. But – if you now want to grow to that next level; expand beyond what you are doing today; make a bigger impact to the industry – you may have outgrown the clubhouse. If you are struggling to grow and make more money – then you should consider that the clubhouse, informal mentality is probably what is limiting your growth.

If you have the time and money to purchase next generation, bigger, faster and better equipment – then you have time to spend some money and time on your employee’s career development.

Okay – so now you are convinced that you need something in place in order to conduct a performance evaluation. What are the minimum steps?

  • Outline everyone’s roles, responsibilities and expectations. Your employees can do this for you, and then you can review/modify as you see fit
  • Outline your criteria for Average Performance, Above Average Performance and Exceptional Performance. If you want your employees to do their best for you – you need to actually outline what their best means to you. Otherwise, people will be disappointed come performance evaluation time. It is recommended to include metrics that actually increase your business revenue, reduce costs or increase client loyalty, satisfaction and referrals.
  • Setup a SMART goals that achieves those goals and criteria.

If you do the above and define a regular review period, you will have better insight into your employees’ performance, and how to help them improve your company profits. You want your employees to be doing the work that lie in their talents, that makes your company profitable. When employees are working in their genius capacity – your company will expand.

Also – you need to be able to strategically assign tasks that will directly affect company profits. If you find that people are being paid for things that do not align with the company vision and mission, you need to adjust. This is the reason for the performance reviews – to find out where you need to readjust.

NOTE: If you have enough staff to actually have a hierarchy, avoid the lazy man’s method of adding additional responsibilities on top of all the other responsibilities. If you want to add more responsibilities without removing anything then you need to include and adjust the % of time and expectations on all the roles. This actually takes more of your time and thought.

I know your situation is different. Why don’t we schedule an appointment, where I get to know more about your unique situation? And then I will be happy to make recommendations on what your best steps are moving forward. To schedule an appointment, book it HERE.

With enough notice, it would be my honor to guest-speak at no cost to your group organization.

I have a monthly presentation on “how to say YES to everything but on your own terms”. To sign up for the complimentary course, go to www.lauraleerose.com/Say-Yes