Posts Tagged ‘business plan and budget’

Thinking about Winter, Snow, Holidays and Calories

November 12th, 2015 by Mary Kay Hyde-Bohn

The climate cycle continues in North America – it’s Winter in the mountains to the west of my office windows. Let’s review some of the scenarios that we might encounter for the next 5 to 6 months.

First on the list is the nuisance called Daylight Savings time: we need to change every device that displays time. The manual devices are fairly easy to remember and adjust; the electronic devices are going to be discovered for days after the change, then you either punch a teeny tiny button or unfold a paper clip to depress a hidden button multiple times and then repeat as you’ve over-corrected (sigh). It's 2 weeks since change and I'm still finding devices to correct 🙁

Next is preparing your vehicle: do you need to change tires or pack chains in your truck? Check to see if chains are required on any of the roads you travel and then you’ll have them if needed. How about your personal winter kit?

Red Cross, FEMA, state governments (Colorado for example) and even TV channels offer these checklists.

  • If your business has vehicles, your contracted maintenance provider should be ready to schedule checks on all your vehicles
  • YOU/your company’s insurance agent should have a winter driving review session for anyone that drives company vehicles.
  • Your company vehicles should add winter items to the existing emergency pack or check to refresh items already in the kit.

Third (or first) on your list are all the holidays coming up and what is your organizational vacation strategy or plan?

  • The company’s plan for shut down or limited operations should be published already.
    • Do you have an existing personnel strategy around those plans?
    • What is the mechanical plan for the shut down? Is this time for maintenance?
    • Have the Facilities and Security teams been involved with plan?
  • The individual vacation plans should be considered with the whole operation or team in mind. If a key person is going to be gone then what is the plan? Is their backup available? Has the training been refreshed?
  • Ensure all the phone and email notifications mention that the person is away from desk and the expected date back at work.
    • Avoid mentioning any personal travel plans due to safety/security of personal nature.
    • If a backup is available, mention that person by name and phone number
  • If company signage needs to be updated, schedule that task as soon as possible so it’s done when you close the door or the last person turns off the lights.

Next on the list is Calories to be consumed during the holidays:

  • If this means at a company sponsored event, be sure that you self-manage your plate and glass.
    • Company event planning is whole separate subject --- too many factors to discuss here.
  • Consider reflecting on your calorie intake in 24 or 48 hour blocks of time.
  • Plan for walks or exercise on a daily basis and keep to your schedule!
  • Don’t beat yourself for enjoying the flavors available, just be aware of portions.

Last on the list is ‘time for reflection’:

  • Take time to refresh & restore your energies
  • Take time to reflect on the good business during previous year; celebrate the good stuff!
  • What needs to improve? List any details you think of for the budgeting portion of the plan.
  • What are you going to do in January or first quarter? You have the space and time to think about those ‘grand pans’ now

Succession Planning - Part II

April 7th, 2015 by Mary Kay Hyde-Bohn

Succession Planning - Part II

Succession planning for your staff (leadership or team leaders) is a part of over-all strategy that gets included in the business plan and budget for the year &/or the 3 to 5 year plan (a longer time frame gives you perspective vs. reaction). You might consider this a jig-saw puzzle trying to fit all the pieces together; however it might be more helpful to consider this exercise lining up dominoes – if you move one player out of sequence it will have a cascading effect without immediate replacement of a similar player. You want to prevent disruption in operations, internal morale or external relationships by having a plan or a structure in place and known.
As you go through the process you should include key staff in the discussion including the specific department to be discussed and the department (HR?) that will update (or create) job descriptions and finance that will need to consider the salary and training budgets.
The questions to ask yourself or the leadership team as you build your strategy are:

  • What skills are needed in Position A? Position B? Position C, etc.
    • Is that skills list documented in any job description?
    • Has the skills list been updated in the past year?
    • Has the skills list been validated by person doing the job now?
    • Have the skills list been validated by internal staff?

 

  • Who has those (or most) of those skills now?
    • Are they a good cultural fit for the leadership team (or team leader)?
    • What additional skills do they bring to the position?
    • Who would fill their current slot?
    • Filling the skills gap is part of your staff development budget & schedule

 

  • Who can be backup or vacation coverage for Position A?
    • HINT: this is a great time to access a potential candidate with marginal risk to the company or either employee and to do a bit of cross-over or transitional training. It gives the potential candidate an opportunity to shadow the current position holder performing the job to see if it might be of interest or a good fit. There will be time to say ‘no’ at any point during the exercise; again with minimal disruption or risk to the company or the employees.
    • What information does the backup need to know?
    • Where is that information documented?
    • Who has access to the documentation now?

 

  • Who would like to be in Position A?
    • What are their current skills?
    • Are they a good cultural fit for the leadership team?
    • What additional skills do they bring to the position?
    • Who would fill their current slot?