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Reopening Your Business – It’s Important to Have a Plan

As of this month, many businesses that have been closed or operating remotely during our Shelter-in-Place order are now able to reopen. If you are able to reopen, are you ready?

Public health guidelines call for continued social distancing, facemasks, and enhanced sanitation procedures in order to open while maintaining the health of staff and customers. This requires a considerable amount of planning on the part of the business owner and new processes and procedures for employees.

The most frequent request I’m getting from leaders and business owners these days who call about my Just in Time 3-Hour HR Advisory Service is for help in creating a COVID-19 compliant reopening plan.

A recent Forbes article included a checklist of “the 5 most important things businesses must be able to do in order to return to work.”

Track and comply with evolving government and healthcare protocols.
Help keep employees safe.
Analyze the threat of new outbreaks.
Maintain the integrity of their supply chain.
Audit their processes to maintain compliance.

Each of these items requires planning as well as knowledge of where to find the most recent credible information about requirements and protocols. And that’s where advice from a Senior HR Consultant can be very helpful.

If you will be continuing to have some or all of your employees work remotely, it’s also important to strategize how to do that on a more permanent basis. Having employees work remotely for a few months is one thing, but when it becomes your standard business model there are many other things to consider. What additional equipment will employees need? How will you maintain team cohesiveness and workflow? How do you help remote employees maintain a balance between work-at-home and home-at-home so they don’t burn out?

It’s also important to think about how you will handle specific employee issues that may come up in light of the pandemic. Some questions clients have asked me are:

What if an employee is afraid of returning to work in case they’re exposed to the virus and then expose a vulnerable family member? How do we convince them that it’s safe?
How do we keep employees engaged when they’re working remotely?
What if we have another shutdown?

If you have questions or need help putting together your business reopening plan, contact me today to schedule a free 30-minute consultation to see how Just in Time 3-Hour HR Consulting Service can help you.

https://calendly.com/michellemendoza-connecttohr/30-minute-consultation

If you know of a business owner who may need advice about reopening or any other HR issue, please share our Just in Time 3-Hour HR Advisory Service flyer with them. Thank you!

Answers to Your HR Questions – Just in Time

Managing the many aspects of the HR function can be challenging, especially if you are also trying to run the business or are new to HR operations. In small and medium sized companies, the “HR person,” whether it’s the business owner or someone dedicated to that role, is often flying solo with no one to consult about an HR issue or the details of a new compliance requirement. Trying to find answers via an online HR database can be frustrating and time consuming.

Now, as we look at returning to work following the COVID-19 shelter-in-place mandate, business owners are faced with a new set of challenges:

How do we safely reopen?
What if someone does not want to come back to work?
What protective equipment do we need?
What are the new working guidelines?
How do I even get started?

Connect to HR’s Just in Time 3-Hour HR Advisory Service has the answers. With this service you can access up to 3 hours of “live” HR consulting support from a trusted, senior-level HR consultant by phone, email or in person. Our service is specifically designed for small to medium sized companies:

Owners/CEOs/Nonprofit Leaders
Those running the HR function
People new to HR operations

Whether you need a sounding board to discuss approaches to an employee relations issue, want tips on how to create a workforce plan, or have questions about implementing a social distancing protocol in the office, Connect to HR’s Just in Time 3-Hour HR Advisory Service is here to help.

You do not have to do it alone!

Contact us today for a FREE 30-minute consultation to see how our Just in Time 3-Hour HR Advisory Service can benefit you.

https://calendly.com/michellemendoza-connecttohr/30-minute-consultation

You can reach me directly at michelle@connecttohr.com, and find out more about our services at www.connecttohr.com. Click here to learn more about our Just in Time 3-Hour HR Advisory Service.

New Connect to HR Resource for Employers

In any given week, business owners carry out multiple employment related activities that they must be sure are compliant with current federal and state law, and relevant local ordinances. Hiring and firing. Approving leaves of absence. Displaying the most recent employment posters.

Keeping up with evolving rules and regulations is challenging in normal times, and even more so during our current health crisis. So where can employers go to quickly find the information they need?

Connect to HR is happy to announce a new resource for employers on our website. Our Employer Resource Page provides links to credible sources for information about federal and state laws relating to employment compliance, wage and hour requirements, family medical leave, workplace safety and much more.

Feeling overwhelmed or confused trying to navigate the flood of information about benefit changes related to COVID-19? We also have a section with links to sources for the latest information about the crisis and related requirements for employers. We’ve also included links to sources for financial relief for small businesses.

Additional resources include links to local law firms and the Society of Human Resources Management (SHRM) who also provide COVID-19 related information.

This page is meant to be a “living” resource so we will be updating it with additional topics and information. Please feel free to contact me at michelle@connecttohr if there’s a particular topic or resource you’d like to see included.

And check back often. We’ll soon be including a section with links to articles, podcasts and other resources related to growing as a leader.

“Leadership and learning are indispensable to each other.” – John F Kennedy

Access our Employer Resources page at: https://connecttohr.com/employer-resources/

Connect to HR is Celebrating its 10th Anniversary!

It’s hard to believe, but it has been 10 years since I decided to leverage my human resources experience and start my very own business – Connect to HR.

It hasn’t always been easy, as you business owners will know, but it has always been gratifying, educational and inspiring! Having my own business has been like getting an MBA. It’s been the best teacher and has pushed me outside of my comfort zone.

This is the first in a series of blogs about my journey as a small business owner. Along the way I’ll be sharing some tips and lessons learned – how to get off to a good start, how to stay motivated, how to deal with setbacks, how to evolve to meet client needs, and more.

Before Connect to HR

After years of working in senior-level positions for large corporations across a variety of industries, I decided to leave the corporate world in search of work-life balance and a different work environment. Shortly after leaving, I had the opportunity to do some consulting work. One of my consulting engagements was with Apple, who had been around for a while, but still had that “start-up” feel. I was fortunate to do three consulting projects around the time Apple was reinventing itself and launching its first versions of the Apple iPod, iPad and iPhone. In between these projects, I had an opportunity with a nonprofit that was looking for someone to set up their human resources fundamentals. They wanted someone who could work in a small organization, but who had the experience of a larger, more established environment. I went from being part of an HR team to an HR Department of one. It was challenging and exciting and really honed my ability to be resourceful to get things done.

Other consulting opportunities followed, and I realized two things: 1) There was a big need for compliance experience. We were just coming off the downturn, and many companies had neglected that aspect of HR. And 2) I no longer wanted to work through someone else and lose part of the profit from my consulting gigs.

It was time to start my own business. In 2010, Connect to HR was born.

Getting Started

Running your own business requires you to wear many hats – management, marketing/sales, finance, administration, accounting, IT the list is long – in addition to actually doing your core work. SCORE is a great resource for small business owners. They have workshops on a variety of business topics and even offer experienced businesspeople as mentors. I learned a lot from their small business fundamentals workshop, and later had the opportunity to present a workshop on HR fundamentals for small businesses at SCORE for 4 years.

The human resources function is pretty broad, so one of the first steps was for me to decide on my focus area. I had worked in all aspects of HR, but was particularly interested in the legal area. In fact, at one point I had contemplated attending law school. Also, in the consulting work I’d done it was clear that there was a demonstrated need for compliance.

I decided that these three areas: employee relations, compliance and policies and procedures (Employee Handbook) would be my starting point, and I was off to the races!

Tips for getting started: Learn the fundamentals of starting a business. Be clear about your focus.

Tune in next time when I’ll share about acting on inspiration.

Time to Review Your HR Year-End Checklist

There are just a few weeks left until the holidays and year end. Before you get caught up in all the festivities, it’s a good idea to set aside some time to make sure you have addressed any outstanding HR issues for 2019, and have finalized your plans for 2020 and the new decade.

Be sure you have made the appropriate adjustments to comply with recent legislation, specifically:

The deadline for harassment prevention training has been extended to January 1, 2021 for most California employees.

California has enacted a statute that makes it much more difficult to classify workers as independent contractors, effective January 1, 2020.

The federal minimum salary threshold for exempt employees is being increased, effective January 1, 2020.

California is increasing its minimum wage again as of January 1, 2020. Several cities within the state also are increasing their minimum wage.

Here’s a checklist of other items to complete before year end. Be sure to add any items relative to your particular business that you don’t see here.

Order any updated Federal and State Labor Law Posters
Review your Employee Handbook to identify any changes needed based on new laws, policies and/or procedures
Review and update employee addresses in preparation for W-2 distribution
Review and update job descriptions
Finalize the HR Budget for 2020
Finalize focal process for 2020
Finalize company goals
Determine dates of company holidays for 2020
Finalize and announce any new benefits/employee perks for 2020
Renew any annual memberships and subscriptions
Schedule annual reviews with employees
Deal with any lingering employee relations issues

In addition, think back over the year and reflect on what went well and what didn’t go well from an HR standpoint. Are your employees engaged and productive? If not, do you see any trends that you could work on turning around in 2020? Are there any employees who stand out as particularly high potential? How will you develop and retain them in 2020?

This is also a good time to look back over the past decade. Reflect on how your organization has changed and celebrate your accomplishments over the past decade. Also, consider what you want to usher into the next 10 years. If you don’t know where to start, consider conducting a SWOT analysis in the New Year. This way, you can become aware of trends both inside the company as well as in your industry.

Giving some thought to these things now, and then putting a plan in place to address them after the first of the year will get 2020 off to a good start!

I would love the opportunity to help you plan for 2020 and the next decade please contact me at michelle@connecttohr.com.

Tips for Performing an Effective SWOT Analysis

In my last blog I talked about the benefits of taking some time to review your business by performing a SWOT Analysis. This will help you plan for next year and beyond as you understand your Strengths, Weaknesses, Opportunities and Threats.

This time I’d like to give you some best practices to help you get the most out of your SWOT Analysis. Here are some tips about what you should do and not do as you are performing your analysis.

Do:

Get multiple perspectives by gathering input from employees, customers, suppliers, and partners.
Involve more than one person in the analysis. It’s also helpful to include someone external to the organization who can help you look at things objectively.
Use the goals and objectives from your overall business plan in your analysis.
Be forward-thinking. Where are you today, where do you want to be next year, in 5 years, in 10 years?
Create a clear definition of what a strength is as opposed to a weakness. Apply the definition consistently. Likewise, establish clear definitions of an opportunity vs. a threat.
Benchmark your strengths or weaknesses in comparison to your competitors.
Establish a process (and responsibility) for keeping abreast of what your competitors are doing and identifying any changes in the market.
Be realistic about how your business compares to your competitors.
Keep your SWOT short and simple but be sure you include all critical details.

Don’t:

Rely on opinions. Instead, focus on facts.
Limit input to just a few people.
Make too long of a list of suggestions under each category. Prioritize your list to those that are most critical and financially feasible.
Hesitate to admit weaknesses. Identifying them is the first step in improving.
Forget to include both technical skills and soft skills as you consider the skills you need going forward.
Use your SWOT analysis as your only planning tool. Combine what you learn from your SWOT with other business planning tools.

Please feel free to reach out to me at michelle@connecttohr.com if you need some help in putting together your SWOT analysis.

Accelerate Your Business Through a SWOT Analysis

As we approach the end of the year, it’s a good idea to set aside some time to reflect on your business and prepare for what’s next. What is going well? What needs to change? What are the company’s strengths and what are the opportunities for improvement?

I’m working through this process with one of my clients. They have grown significantly over the past three years, more than doubling the number of employees. They are looking at adding some new business offerings and want to make sure that they have the right administrative functions, skills and organization in place to support them.

To determine this, we’re using a simple but powerful tool called a SWOT analysis. “SWOT” stands for Strengths, Weaknesses, Opportunities and Threats. By taking an objective look at each of these areas as they pertain to the company, we can identify any gaps and then strategize how to fill in those gaps.

The Strengths and Weaknesses components require looking inward – evaluating things you have control over and can change. For example, your processes, location, team. The Opportunities and Threats components require looking outward – external forces you may not be able to control, such as competitors, customer buying trends, new regulations.

Key to an effective SWOT analysis are good questions and honest, well thought out answers. Here are some examples of questions.

Strengths:

Which of our processes are working effectively?
What are the strengths of our team, e.g., experience, knowledge, level of education, skills, network or reputation?
What are our tangible assets, e.g., customers, technology, equipment, capital, or patents?
What is our competitive advantage?

Weaknesses:

Which of our processes are not working?
Are there skill, knowledge or experience gaps on the team?
What assets are we lacking, e.g., capital, equipment, up-to-date technology?
Is there something within our control that is holding us back from being competitive?

Opportunities:

Are there recent changes in the market that could create an opportunity?
Is the timing critical to take advantage of that opportunity?
What events are coming up that we could leverage to grow the business?
Are there any impending changes to regulations that could work in our favor?

Threats:

Who are our current and potential competitors? What are their strengths?
Is there potential for a significant change in prices or availability of key suppliers?
Are there shifts in customer buying trends or the economy that could impact revenue or profits?
What other factors beyond our control could put the company at risk?

Of course, you’d want to add more questions that are specific to your business. Understanding your company’s strengths, weaknesses, opportunities and threats will help you make informed decisions about what you need to do to take your business to the next level.

Next time we’ll talk about some specific things to do and not do in your SWOT analysis.

Please contact me if you need help in going through the process.

Tips for Transitioning from Coworker to Leader

You’ve been working with the people on your team for three years, and now suddenly you’re their leader. Are you excited? Of course. A promotion is a step in the right direction. And are you somewhat nervous? Absolutely. Moving from coworker to leader adds an extra level of stress to the challenge of any new position. Here are some tips that will help make your transition smoother.

Meet with the team. The formal announcement of your promotion should come from HR or your manager. As soon as it does, however, schedule a meeting with the team to talk about the transition and allow some open discussion about concerns or issues. This will be your earliest opportunity to establish some authority and credibility as the leader, so be careful not to let this meeting turn into a gripe session. Focus on talking about your leadership style, what your expectations are of them, and what they can expect from you. This is also a good time to share with the team your 90-day plan and what your leader’s expectations are of you.

Pace yourself. As a team member, you probably noticed a lot of things you’d like to change, given the opportunity. Don’t make big changes too quickly. Based on input from the team, consider some quick successes you can achieve to help establish your credibility and team confidence.

Step back. You’ve probably established some personal relationships among the team. As their leader, you’ll need to step back a bit to avoid the appearance of favoritism. This will be especially important if there was someone else on the team who wanted your position and may harbor some resentment. If you know that someone else on the team wanted the position or was being considered for it, make an opportunity to have a private discussion with them to acknowledge their value to the team and enlist their support.

Get training. Take advantage of any leadership development opportunities offered. Leading people has many rewards, and also many challenges. You can’t be expected to instantly know how to handle all of them. Leadership training and networking with other leaders will strengthen your ability to deal with issues as they arise.

Consider an executive coach. A coach can help you hone the particular skills you will need in your new role. Having outside support and constructive feedback from someone can help you grow as a leader and learn effective approaches to leading and developing others.

Ask for feedback. Let your team know that you believe in two-way communication and are open to hearing their positive and constructive feedback. Creating an environment of honest, open communication is one of the best ways to succeed as a manager.

Consider getting a mentorship from a Senior Manager within the company whom you trust. A mentor can serve as a sounding board as you encounter new experiences and challenges. They can give you suggestions on how to handle a given situation. They may also be able to provide you with sound advice and even access to resources.

Contact me for more information on leadership development and coaching. You can also read these articles for more information: Get the Best from Your Team – Be an Effective Coach, The Best Leaders Continue to Learn, Successful Leaders Listen More, Talk Less.

Promotions to Leadership – Getting It Right

We often think that the natural next step for a star employee is to become a supervisor or manager of their own team. It’s the ultimate acknowledgement for a job well done, right? Maybe. Maybe not.

Often the criteria for these management promotions are merely knowledge of the company, knowledge of the function, and/or seniority. Although these are good reasons to acknowledge an employee, they don’t necessarily make for good leadership qualities. And in the absence of other qualities necessary to succeed in a management role, often result in less than optimal outcomes for both the employee and the company.

If you are considering promoting someone to a leadership role, put on your “recruitment” hat and evaluate that employee just as you would someone from the outside. Yes, their company and functional knowledge give them an advantage, but as they move into leadership those qualities will be secondary to their ability to influence, to make decisions, to manage conflict and to do all the other activities required of a manager.

Before you make that promotion, do the following:

Define the skills and responsibilities required for the role. What are the specific skills required for someone to succeed in the role? Think about the additional responsibilities of the team manager and then map those responsibilities to requisite skills. Be as detailed as possible, including budgetary responsibility, signing authority, key internal/external relationships for the role, etc.
Define the leadership traits and competencies required for this specific role. Consider the function, the members of the team, how the team fits into the overall organization. What aspects of leadership (e.g., leading through people, setting a vision, coaching) does the manager of this team need to have?
Now think about the person you are considering promoting relative to the skills, responsibilities and competencies you’ve outlined in steps 1 and 2. Where are the gaps? Are the gaps improvement areas that you are ready and willing to address? Is the individual teachable?

Once you’ve determined that the individual would be a good fit for the manager role, be sure you have a conversation to determine their interest. And be sure that once the promotion is made you put together a plan for leadership development and ongoing coaching and support for them.

Please contact me if you need help in putting together a leadership development plan or if you need assistance in assessing whether your employee is ready for the next level position.

Developing an Injury and Illness Prevention Program

Employers are responsible for maintaining a safe and healthy work environment for their employees.

In California, every employer with 10 or more employees is required by the state (Cal/OSHA) to have an effective Injury and Illness Prevention Program (IIPP). Additionally, they must record injuries and illnesses on Form 301, and prepare an annual summary on Form 300A of all the work-related injuries and illnesses that occurred during the calendar year. Form 300A must be posted between February 1 and April 30. These forms are available from the State of California Department of Industrial Relations. Records need to be maintained in your files for 5 years.

The Injury and Illness Prevention Program must be a written plan that includes policies and procedures on topics such as safe work practices, periodic inspections, what to do in the event of an accident, safety training, and recordkeeping. There are 8 specific elements that must be included in the plan:

Management commitment/assignment of responsibilities
Safety communications systems with employees
System for ensuring employee compliance with safe work practices
Scheduled inspections /evaluation system
Accident investigation
Procedures for correcting unsafe/unhealthy conditions
Safety and health training and instruction
Recordkeeping and documentation

Review your IIPP at least annually to ensure that policies and procedures are up to date and that it includes any newer situations, e.g., active shooter, that you need to be prepared for. FEMA has some helpful information on what to do in the event of an earthquake, fire, or active shooter.

Additionally, to be effective your IIPP must:

Fully involve all employees, supervisors and management
Identify the specific workplace hazards that employees are exposed to
Correct identified hazards in an appropriate and timely manner
Provide effective training

If you employ fewer than 10 employees, you can:

Communicate to and instruct employees orally about safe work practices
Choose to maintain records of inspections only until the hazards identified are corrected
Document training by maintaining an instruction log that you provide to a new employee or to an employee reassigned to new duties

Seasonal employers can use a model program designed specifically for seasonal employers, available at the Division of Occupational Safety and Health (Cal/OSHA) website. Additional IIPP requirements apply to specific industries, such as the construction and petroleum industries.

Cal/OSHA has created a Microsoft Excel workbook that contains Form 300, Form 301, and Form 300A. The forms are linked, so the totals on Form 301 are automatically copied to Form 300A. This facilitates the process of recording illnesses and injuries and transferring them to the yearly summary.

If you need help developing your IIPP plan, please contact me at Michelle@connecttohr.com.