Manager Certification

            The time has come to train your managers to be the best that they can be. 

To be consistent with the visions, values, and strategies of most organizations, managers need to receive information on how to strengthen their capability to meet their organization’s goals. Accordingly, if those skills and capabilities are left unattended, managers will not achieve the desired impact and effectiveness of the company. 
             By training your managers in effective leadership skills, you can increase the productivity of your workforce. 

            There’s no better way to ensure that your managers are the utmost prepared to lead at your workplace than the AIM Insights People Leader Certification. 

            Taking the time to become AIM Insights People Leader Certified will evaluate how your leadership is impacting the quantitative output of your team paired with the qualitative sentiment of working for you as a leader, and overall it will show prospective employers why you are a great leader of people. 

            After all, managers and leaders provide direction to staff and ensure they are performing at or above expectations. They need to have the ability to assess problems, manage situations, and provide sensible solutions.

Evaluating the effectiveness of leadership within this certification helps leaders identify strategies and techniques that can be employed to encourage the durable effectiveness, performance, and productivity of the organization and its members. Management training that comes with the AIM Insights People Leader Certification program provides feedback that managers can turn into immediate actions.

The AIM Insights People Leader Certification is the only management certification that both teaches and evaluates a leader's ability to impact their team over time. 

 

Why is AIM Insights Leadership Training important for managers? 

Do you want to improve your ability to negotiate, communicate, critically think, manage time, or collaborate with your team?

The AIM Insights People Leader Certificate program strengthens your skills as a leader and decision-maker within your company. 

Achieving this certificate is the key to every company enhancing management skills as leadership and management skills are among the most important qualities of top executives. 

 

You’ll gain practical knowledge by analyzing case studies and real-life examples. 

The AIM Insights People Leader certificate program incorporates the latest management concepts, such as employee engagement, company culture, incentives and rewards, purpose-driven leadership, and how to lead multi-generational teams. 

Studying such concepts will improve your ability to lead and direct your business’ operations and people.

 

When you earn the AIM Insights People Leader Certificate in management and leadership, you have the chance to connect with like-minded individuals from around the world. 

You can consult your community of AIM Insights mentors and teammates to share career interests, pose course questions, seek advice regarding a work challenge, learn about a new industry, or connect about another topic. 

Networking with other leaders and managers is a great way to share experiences and gain new perspectives in any workplace. 

 

Through your learning, you may uncover a cost-saving strategy or come up with an idea to improve your company’s culture. 

Sharing your leadership certificate knowledge with your team is an influential career benefit. It’s also a strong selling point if you’re trying to convince your boss to pay for your professional development. 

If you’re part of your organization’s management team, you can share leadership insights directly with your team.

 

Investing time to study leadership and management with AIM Insights will help you develop your leadership style. As you complete coursework, certain approaches may resonate with you more than others. 

The advantage of studying while working is that you can apply course knowledge to see what leadership styles work best for you and your team. 

As you do this, you’ll also become more confident in your management abilities.

 

Completing the AIM Insights People Leader Certification in leadership and management demonstrates your business expertise. 

It also builds your resume and can make you more qualified for senior positions, especially compared to individuals who haven’t invested in their professional development.

Earning certification shows drive and passion for improvement. 

After all, the best leaders never stop learning.

 

It couldn’t be easier to become a Certified People Leader! 

            Begin by scheduling an interview to see if you qualify - you must be currently leading a team in a management role in order to qualify for the certification! 

            Proceed to set up AIM Insights for your team, and review your monthly data with an executive coach who guides you on how to improve your overall performance management scores. 

            Become AIM Insights People Leader Certified after 12 months, and reap the benefits as follows! 

 

●     Understand how your performance as a leader compares to other leaders

●     Leverage this data (and certification) as a basis for negotiating a bonus, raise, or promotion

●     Gain insight into why certain team members are performing better than others

●     Receive executive coaching guidance to help you gain certification

●     Showcase your certification to prospective employers and on LinkedIn

●     Distinguish yourself as an incredible people leader from others vying for similar opportunities as you

 

The AIM Insights People Leader Certification is the only management certification that both teaches and evaluates a leader's ability to impact their team over time. 

Do you have managerial experience in the corporate workforce? Or are you a current manager angling for a raise or more responsibilities? Regardless of your current position, as a manager, you can always benefit from learning how to market and improve your skills.

                To be an ideal manager, there are two aspects of your leadership style that you need to recognize- your weaknesses as well as your strengths. Ideally, whatever changes you make need to help eliminate or improve your weaknesses, while either keeping your strengths the same or also improving them. In order to work on your weaknesses, you need to understand what they are.

                This is where a good managerial 1:1 will come in handy, as well as foster an environment in which your direct reports are willing to talk to you about your tactics as well. Horizontal Mentorship is an excellent system to implement in your workplace in order to receive this feedback. Once you identify these problems, you can then proceed to attempt to rectify them. Often, some of your own mentors can assist with these, such as former managers, higher-level administration, as well as some of your peers. But eventually, you will hit a point where you can’t really progress any further.

 Management is similar to any other career. There’s basic education and training you get, such as an undergraduate degree, and then the equivalent of a postgraduate degree, such as an MBA. But there is a flaw with an MBA. According to Southern Nazareth University, hosting a strong MBA program, the following classes are some of the necessary courses required to graduate with a Master’s in Business Administration. 

1)      Business Essentials

2)      Exploring Business Strategies

3)      Marketing for the 21st Century

4)      Business and Law

5)      Management Analytics

6)      Management Accounting

You’ll notice something particular about these classes. While they are no doubt useful and are a boon for any manager, they tend to focus more on the financial and accounting aspects of business management. None of these classes can really help you with the soft skills of a business. Low inventory turnover? Low-profit margins? High expenses? Get an MBA; that’ll help you without a doubt. 

But what if you face some ethical qualms about leadership. Such as “How do I foster a sense of Diversity, Equity, and Inclusion within my workplace?” Or, “How do I retain my employees with incentives other than salaries?” 

That MBA just turned into an expensive piece of paper when faced with those types of problems.  MBAs are great and definitely cultivate very healthy financial businesses. However, a business is more than just profits, losses, and breakeven points. A business is all of the people that make it up. Effective management means not only having success with the financial parts, but also taking care of your human capital, and leading them to the best of your ability. 

Fortunately, there are people equivalent to the MBA. These are known as Leadership Certification Programs. Through these, you can not only fix your individual flaws as a leader, but also demonstrate your skill to your leaders, and then potentially advocate for raises or promotions. 

                A People Leader Certification Program is a process designed to both teach and evaluate a leader’s ability to impact their team over a set period of time. The closest academic certification would be a degree such as a Master of Leadership. However, not only does this require full-time work, but it is also extremely expensive. Also, you do not get to continuously practice and hone your skills while in this academic program. 

                People Leader certification occurs simultaneously with your work as a manager and will often require you to execute what you have learned in the workplace as a way to learn more effectively. The best way to hone a strategy is by putting it under fire, and as such, a program such as this can help hone your skills. 

                The curriculum often discussed within a leadership certification program is as follows:

1)      Personal Leadership

2)      Intercultural Leadership

3)      Service Leadership

4)      Strategic Planning

5)      Conflict Negotiation and Resolution

6)      Organization

It is evident how this curriculum helps any manager. The questions originally posed above can easily be answered by the programs stated above. In addition to that, this training is focused on people management as opposed to financial management, making it more suited for someone who works with direct reports. 

                People Certification Programs are still very new in the business world. Almost every single one of them are hosted through a college, such as MIT Sloan, Cornell Dyson, or UPenn Wharton. It is rarer to see a privatized one. However, Ambition in Motion has created the AIM Insights People Leader Certification through their AIM Insights tool. By combining business analytics with communication with direct reports and executive coaching, managers have the potential to distinguish themselves from others with the same goals.

                AIM insights already have three key components to their mentorship process, the performance management tool, the executive mentorship program, and the horizontal mentorship program. Combining all three of these creates a unique and effective way to help managers improve.  Using this in conjunction with a direct report response collection process provides a tailored experience that is unique to you. 

                Start by scheduling an interview with them! You must currently be leading a team in order to participate in this program, due to the requirement of getting feedback and statistics from your team members. Set up AIM Insights and commence work as normal. 

                AIM insights provide an aggregated score known as a SMART Impact score, which is composed of three sub-aggregates.

SMART goals are goals that are Specific, Measurable, Attainable, Relevant, and Time-bound.

1)       Smart Goals Set- the number of goals set by direct reports that fulfill the SMART requirements as a percentage in relation to the total number of goals set.

2)      Goal Relevancy- The number of direct report goals that are rated as highly relevant to the overall company goals, once again as a percentage.

3)      Goal Impact- Your rating for each DR Goal on a scale including Low, Medium, and High in terms of how it moves the team forward. 

By using these productivity Metrics in conjunction with an executive coach who can guide you on how to improve your scores, you can not only improve this score but become better as a manager as well. 

                A good People Certification program can allow you to do the following:

·         Highlight to your senior leadership why you deserve a promotion or raise

·         Show prospective employers why you are a great leader

·         Compare your strategies to other leaders

·         Evaluate how you impact both the qualitative and quantitative output of your team

You also gain a certificate and all of the data used to coach you, which you can then showcase to employers, and your professional network, and also be able to leverage to negotiate additional benefits. 

The world is constantly changing. Be a good leader and be flexible with it. Don’t be afraid to go “back to school” to become an even better leader. A people leader certification program is a great place to start this. 

Do you have big dreams of advancing to a management role within your company, becoming a CEO at a top firm, or maybe even owning your own business one day? 

Having the proper leadership and management training will help you turn those dreams into reality.

Solid leadership is important in all organizations and companies, especially in today’s fast-paced business world. 

Without solid leadership, companies fail to build trust with their customers and employees, which could result in uncertainty and inefficiency, and subsequently, lead to some unfortunate consequences.

 

As a manager, what kind of relationship would you like to have with your employees … Leader? Friend? Teacher? Mentor?

… the person who motivates them, guides them, encourages them, and makes them want to win?

Forward-thinking managers have discovered the same skills coaches use to create winners in athletics work in a business setting as well. 

The AIM Insights People Leader Certification is designed to teach you powerful employee coaching methods to open up a multitude of opportunities and solutions for any situation your career takes you to and monitor the impact of your leadership.

 

            There’s no better way to ensure that your managers are the utmost prepared to lead at your workplace than the AIM Insights People Leader Certification. 

Begin by scheduling an interview to see if you qualify - you must be currently leading a team in a management role in order to qualify for the certification! 

            Proceed to set up AIM Insights for your team, and review your monthly data with an executive coach who guides you on how to improve your overall performance management scores. 

            Become AIM Insights People Leader Certified after 12 months, and reap the benefits that come with being an incredible manager.

            Taking the time to become AIM Insights People Leader Certified will evaluate how your leadership is impacting the quantitative output of your team paired with the qualitative sentiment of working for you as a leader, and overall it will show prospective employers why you are a great leader of people. 

            After all, managers and leaders provide direction to staff and ensure they are performing at or above expectations. They need to have the ability to assess problems, manage situations, and provide sensible solutions.

Evaluating the effectiveness of leadership within this program helps leaders identify strategies and techniques that can be utilized to encourage the durable effectiveness, performance, and productivity of the organization and its members. Management training that comes with the AIM Insights People Leader Certification program provides feedback that managers can turn into immediate actions.

The AIM Insights People Leader Certification is the only management certification that both teaches and evaluates a leader's ability to impact their team over time. 

 

The flexibility of an online leadership certificate is a huge career benefit. It enables you to spend time on your professional development when it suits your busy schedule. 

You can learn at your own pace and access on-demand materials anywhere, anytime. Developing good online learning habits will help you manage your time and stay focused.

Many managers fear that they won’t have time to complete a Leader Certification during their work-life routine. 

Self-paced learning is perfect for anyone with a busy work schedule or hectic family life. It allows you to fit your learning in pockets of the day that suit you. Learning at your own pace can mean a lot more than just being able to study at night or after work.

However, the AIM Insights People Leader Certification acts as an active learning program that goes along with your day-to-day management tasks and provides you with a leader certification that will boost your career benefits. 

In a lot of ways, the program saves you time because you can move around to different modules of the learning program as they fit into your schedule at work; instead of having to prepare for 1:1’s with your direct reports, you can use the AIM Insights People Leader Certification program to help you prepare. 

And most importantly, you can change the due date of your own surveys so that you can go as fast or slow as you want to through the AIM Insights People Leader program. On top of this, demonstration videos can be fast-forwarded or slowed down! 

 

Make your team members want to give 110% for themselves, and for their team.

You'll instill the kind of energy and enthusiasm that makes productivity soar. 

How? 

Supplement your own managerial abilities with compelling employee coaching and counseling skills, and watch the incredible results.

This team-building seminar will teach you step-by-step, how to produce a manager's "game plan" to ensure you'll reach your goals and objectives. Plus, find out how to maximize every employee's best abilities and uncover strengths and talents you never knew existed!

Transform your work group into a cohesive, coordinated team!

Imagine how much your team could accomplish if it functioned as one well-organized unit. This team-building training shows you how to pull everyone together with a shared drive and purpose.

Invest just one day of your time, and the benefits of employee coaching will change your life as a manager. 

You'll witness an exciting synergy among your employees, mutual support within your group, a sense of interdependence and exchange, and, most of all, incredible productivity from your team as a unit.

To recap, these are the top benefits that the AIM Insights People Leader Certification provides, accommodating your busy schedule: 

·         Understand, on your own time, how your performance as a leader compares to other leaders

·         Utilize the AIM Insights program performance management assessments to gain insight into why certain team members are performing better than others

·         Conduct performance management during your regularly scheduled time at your workplace and use the certification program as a guide 

·         Prepare for 1:1’s with your direct reports using surveys and guides provided by the AIM Insights People Leader certification program 

·         Receive executive coaching guidance on your time, at your own pace

·         Leverage this data (and certification) as a basis for negotiating a bonus, raise, or promotion 

·         Showcase your certification to prospective employers and on LinkedIn

·         Distinguish yourself as an incredible people leader from others vying for similar opportunities as you

More and more senior leaders are pushing for increased credentials from their managerial staff. In 2020, 43% of US firms had business managers holding an MBA or some form of advanced business degree.  This is almost twice that of the percentage in 1980, which was 26%. 

Recently, companies and schools have been creating certification programs in lieu of these postgraduate programs. These include Cornell’s business strategy certification, Harvard’s Executive Education Certification program, and Ambition in Motion’s AIM Insights People Leadership Certification. How do you choose what type of education you want? How do you choose between an MBA and a people leadership program?

It goes without saying that college is expensive. An MBA holds true to this statement. According to Experian, the average tuition cost of an MBA is $66,300. However, this is an average and falls victim to outliers. The online MBA program from the University of Texas Rio Valley is relatively inexpensive $17,000. However, the MBA at the Wharton School of the University of Pennsylvania costs $161,810. 

MBA Today lists that among the top 30 MBA programs, the cheapest one would be $55,727 for a full-time two-year program. This means that working will be much more difficult due to academic commitments. In addition to tuition and administrative fees, students need to pay for textbooks, supplies, any equipment (such as laptops, computers, electronics), and transportation. If you are required to relocate to study in this MBA program, you may also need to pay for moving costs and rent. Out-of-state students may even need to pay additional tuition.

According to the National Center for Education Statistics, over 50% of graduate students take out student loans for an MBA program and complete their programs with an average of $74,707 in debt. 

 In contrast, a leadership certification program rarely leaves the 4-figure mark at all. According to CIO,  the costs of these programs range from $1800 to $5700, while the leadership coaching for executive training ranges between $150 an hour to $500 an hour. There are generally no textbooks or supply costs, and most definitely no moving costs. Certification programs have the capability to be held completely online. 

In addition to this is the cost of lost wages. During a full-time MBA, it is difficult to hold a job, and you will often have to teach a course at the school you are matriculating in. At the Indiana University Kelley School of Business, full-time MBA students are required to teach managerial and financial accounting courses to undergraduate students. This holds true for many other schools. 

Under a certification program, you can actually hold your position and continue work as normal, since it will allow you to practice skills that are taught in these courses. Therefore, you don’t lose any wages.

Applying to an MBA program is completely different than applying for a certification program. An MBA program has a much more comprehensive application process and runs the risk of applicant rejection. 

Most MBA programs require either a Graduate Management Admission Test, or GMAT for short, or a Graduate Record Examinations, or GRE. Some schools actually require scores for both examinations. Applicants are also required to provide letters of recommendation from managers, colleagues, and mentors, and potentially provide references as well. In addition to this, undergraduate grade point averages are taken into consideration. Finally, to complete the first stage of the application, applicants are then required to write a statement of intent, which is similar to an undergraduate college application essay. 

After all of this is completed, applicants then need to wait a few months, and may have the opportunity to be granted an interview. Most MBA programs require an interview before officially accepting a student. The acceptance rate for the interview stage ranges from 34% to 75% in the top 20 MBA programs. The averages end up being a 62% rate of acceptance.  After a long and grueling interview, you have between a 10% and 40% chance of being accepted. 

A certification program is much easier. Simply verify your identity, provide billing information, and register for the course. If there is an executive coaching portion to the program, your company may have to meet some performance metrics as well. 

The average MBA program takes about two years to fully complete, assuming that it is a full-time program. Online MBAs or Hybrid MBA programs can take a while longer. During this time, expect a majority of your day to be occupied by classes, homework, research, as well as any other responsibilities required by your programs, such as being a Teaching Assistant or an exam proctor. 

People leader certifications are more fluid. Since you can view most of the coursework asynchronously, or entirely online, you determine how long the program will take. If there are executive coaching or mentorship programs in your certification, you may have to give up an hour per month or a period of time similar to this.  

Courses for an MBA are often very generalized, with a skill set focused on financial management and structural management.  Some of the courses include the following:

1)      Business Essentials

2)      Exploring Business Strategies

3)      Marketing for the 21st Century

4)      Business and Law

5)      Management Analytics

6)      Management Accounting

 

           These are all important topics and can definitely add value to a company if a manager executes them correctly. However, an MBA doesn’t necessarily help with soft skills and isn’t marketable in all scenarios. If you want practical and applied skills, an MBA isn’t for you.  For example, if you are working as a manager in a field outside of finance, such as in a scientific field, or engineering, it would be best to either get a leadership certification or a degree more relevant to that workplace.

            

            A people leadership certification utilizes soft skills and is much more specialized than an MBA. Examples of topics covered in a certification course include the following:

 

1)      Personal Leadership

2)      Intercultural Leadership

3)      Service Leadership

4)      Strategic Planning

5)      Conflict Negotiation and Resolution

6)      Organization

 

            These topics are frequently discussed and encountered in the workplace and are important points to address with your direct reports, peers, and superiors. 

            Without a doubt, an MBA can be a very powerful tool, and in the right hands, can dramatically improve a company. However, with all of the expenses and rigor in mind, along with the focus, it is also best to consider if a people leadership certification might be a better fit for you. Neither is worse than the other, but some may be better in certain scenarios. Evaluate yourself, and your ambitions. 

There’s no better way to ensure that you, as a manager, are the utmost prepared to lead at your workplace than the AIM Insights People Leader Certification. 

            Taking the time to become AIM Insights People Leader Certified will evaluate how your leadership is impacting the quantitative output of your team paired with the qualitative sentiment of working for you as a leader, and overall it will show prospective employers why you are a great leader of people. 

            After all, managers and leaders provide direction to staff and ensure they are performing at or above expectations. They need to have the ability to assess problems, manage situations, and provide sensible solutions.

            However, this certification cannot be easily gained. Not only will this program test your skills and knowledge of management, and allow you as much or as little time as you need to practice these skills within your workplace, but you will also be challenged to learn more and be the best manager that you can be. 

            The AIM Insights People Leader Certification requires you to engage your direct reports in your certification process to prove your qualifications as a leader. 

            This is how the AIM Insights People Leader Certification is the only management certification that both teaches and evaluates a leader's ability to impact their team over time. 

 

How does the AIM Insights People Leader Certification engage your direct reports? 

 To get the aim insights certification, you need to have at least 75% positive response rates from your direct reports. 

This means that your employees will take surveys assessing their feelings about their task performance, team cohesion, team productivity, organizational citizenship, engagement, and how they feel about you as their manager. 

If the scores come back low, it reflects on the manager. However, if your direct reports like you and your management skills, they’ll give you great feedback, resulting in great scores. 

This is how the AIM Insights People Leader Certification drives accountability from managers. 

However, don’t let this scare you. Although this management certification must be earned, the AIM Insights team is ready to help you learn how to be the best manager that you can be in order to earn this certification. 

Employees want to feel like they belong, like their work matters (to the customer, team, or organization), like they have the tools and skills to do the job competently, and they are positioned for stability and relevance. 

In addition, many employees want to feel like they are growing and making progress. 

With these needs and concerns of the direct report in mind, let’s go through some general questions that you should be sure to ask your direct reports during regular check-ins to create a better and more inclusive employee experience.

 

It’s important to figure out what growth opportunities each employee needs for optimum development, whether through coaching, mentoring, visibility, or challenging work assignments.

You might also ask, “What role would you love to do (whether it exists or not), and what can I do as your manager to encourage your development in this company?”

 

Managers can play a meaningful role in helping employees understand how their roles contribute to the organization’s broader mission. But helping employees feel a sense of purpose must go deeper than this to tap into what’s purposeful to employees about their job and connects with their own values.

 

The most effective managers respect and care about their employees by knowing them as individuals, acknowledging their achievements, having performance conversations, and conducting formal reviews. 

These supportive behaviors build a work environment where employees feel safe experimenting with new ideas, sharing information, exploring development opportunities, and supporting each other.

 

As you explore what your employees need to do their best work, you might also ask, “What is your biggest frustration, and what action can I take to help you deal with it? What have you been trying to tell me that I’ve not been hearing? How would you like to be recognized?”

 

The best managers let workers know that their opinions count by promoting open dialogue and providing honest feedback on employees’ opinions and suggestions, supporting good ideas, and addressing unfeasible ones. 

By asking individual team members what they feel the company could be doing better, what market opportunities the organization might be overlooking, and how to leverage company resources more effectively, you’re validating that their thoughts matter.

You might also ask things like, “Are you satisfied with our current work from home/hybrid policy? If not, what do you think needs to change? How satisfied are you with the tools you use to communicate with your colleagues when working remotely?”

 

To determine whether your employees are focusing on their strengths, you might also ask, “What is the best part of your job? Which of your talents are you not using in your current role? What part of your job would you eliminate if you could?”

When managers make checking in with these five questions a regular part of how they interact with their employees, it helps ensure that people feel seen and valued. And when managers help individuals on their teams feel that way, they’re more likely to be rewarded by employees who become advocates for the department and organization, no matter how long they stay.

 

            To recap, this management certification cannot be gained. It has to be earned. And the work and relationships that you build with your direct reports will show to your certification, including the following: 

 

●     You need at least 75% positive response rates from your direct reports 

○     What they think about you as a leader 

○     Performance review from your direct reports

○     Good scores/feedback 

●     Your direct reports sign off on your certification by evaluating your performance

●     AIM Insights People Leader Certification drives accountability from managers

 

Begin by scheduling an interview to see if you qualify - you must be currently leading a team in a management role in order to qualify for the certification! 

            Proceed to set up AIM Insights for your team, and review your monthly data with an executive coach who guides you on how to improve your overall performance management scores. 

            Click here for more information: https://aiminsights.lpages.co/aim-insights-people-leader-certification/ 

 

Become AIM Insights People Leader Certified after 12 months, and reap the benefits as follows! 

 

●     Understand how your performance as a leader compares to other leaders

●     Leverage this data (and certification) as a basis for negotiating a bonus, raise, or promotion

●     Gain insight into why certain team members are performing better than others

●     Receive executive coaching guidance to help you gain certification

●     Showcase your certification to prospective employers and on LinkedIn

●     Distinguish yourself as an incredible people leader from others vying for similar opportunities as you

 

The AIM Insights People Leader Certification is the only management certification that both teaches and evaluates a leader's ability to impact their team over time. 

 

Recently, I wrote an article on the differences between a professional degree and a people leader certification. While most people understand how a graduate degree is earned, such as the coursework, thesis, and potentially work-study, not many people really know the processes behind a leader certification program due to its novelty. Recently, Ambition in Motion pioneered their own AIM Insights People Leader Certification, and we’ll be giving you a little more information on it as well.

How to sign up for the AIM Insights People Leader Certification

                To be able to enroll in this program, you need to be leading a team. Direct Report reviews are a critical part of this program, and without them, you will not be able to receive the full benefits of the certification. In addition to this, you must have a certain level of engagement and response rates from your direct reports from the previous six months. You will also need to enroll in the AIM Insights program.  If you believe you fit these metrics, feel free to schedule an interview with CEO Garrett Mintz at your convenience.

What is included in the AIM Insights People Leader Certification Program?

·         Unlimited Email Executive Coaching Guidance

·         Conversation Prompts for your 1:1s

·         Certification

·         Customized monthly executive coaching videos and guidance

The First Tier of the  AIM Insights People Leader Certification

                There are three tiers to the AIM Insights People Leader Certification- Level 1, Level 2, and Level 3. These can all be worked on concurrently, but each tier has certain requirements and unique features. 

                The first tier of certification allows you and your direct reports to get an understanding of AIM Insights and its platform. Ideally, this should take about six months, but can be retaken if necessary. The main goal of this tier is to become acquainted with AIM Insights but also to increase communication between you and your direct reports. 

Direct report responses are requested by the platform once a month, asking about goals, personal feelings, and feedback about the team. The primary requirement to pass Level 1 is to have at least 75% of your direct report responses within a 6-month period.  For example, if you were managing ten direct reports, the highest amount of reports you could have would be 60. Ideally, you should be aiming to get 60 every period. However, the minimum number of responses required to get a Level 1 Certification would be 45.

This certification signifies that you have been consistently measuring your team’s productivity throughout the period, as well as their sentiment. Level 1 also demonstrates how you have assisted your team and how they feel about their cohesion, productivity, and engagement. 

The Second Tier of the AIM Insights People Leader Certification

The second tier of certification can be worked towards starting on the fourth month that you are using AIM Insights. This is to allow you as a manager to work through an acclimation period for not only yourself but for your direct reports as well. Level 2 of the AIM Insights People Leader Certification not only focuses on consistent measurements, but also on Goal setting, Productivity, and Positive Sentiment.

To earn the Level 2 Certification, you will need a 75% response rate from your direct reports, just like in the Level 1 Program. However, you will now need to demonstrate this response rate over a period of 12 months or over 12 of whatever period length you have decided upon.

Your productivity metrics are evaluated, and must meet our average manager threshold in at least two of the following four categories:

·         SMART Goal Quantity- At least 70% of your goals should be rated as SMART 

·         Goal Relevancy- At least 70% of your goals must be rated as relevant to team goals

·         Goal Impact- At least 70% of your goals must be rated as either medium or high impact

·         SMART Impact Score- Each of your direct reports must have a SMART Impact Score of at least 30, with a maximum possible score of 108- This is flexible!

A Smart Impact score is designed to have each of your Direct Reports have at least 1 medium or high-impact goal per month. A 50/50 Split allows for 30 points.  For goals accomplished, each medium goal is worth 2 points, while a high impact goal is worth 3 points. 

For those of you who may also be unfamiliar with the term SMART, it is a mnemonic devised by Management Review to guide in the setting of goals. SMART describes the following descriptors for any goals that are set by management:

Goals should be:

Specific

Measurable

Attainable

Relevant

Time-bound

In addition to this, you must achieve at least 80% in 3 areas of your sentiment review from your direct reports, or an average of 75% across all of these metrics. This requires at least 6 cycles of data, and only cycles with at least a 75% response rate will be counted in this. 

A level 2 Certification signifies that your team has higher productivity than the average manager and shows more concrete proof of how well you work with your team. With more quantitative data supporting this such as SMART Goals and tracking, combined with more qualitative data, your certification is much stronger. 

The Third Tier of the AIM Insights People Leader Certification

The final level of the AIM Insights People Leader certification is the Level 3 Certification. Similar to Level 2, this combines goal setting with productivity and team sentiment. However, in comparison to Level 2, Level 3 focuses on having even stronger productivity.

Like the Level 2 certification, you need to have at least a 75% response rate from your direct reports. You can’t improve without any feedback!  Once again, similar to the Level 2 Certification, your productivity is measured, but using higher numbers.

·         SMART Goal Quantity- At least 80% of your goals should be rated as SMART 

·         Goal Relevancy- At least 80% of your goals must be rated as relevant to team goals

·         Goal Impact- At least 80% of your goals must be rated as either medium or high impact

·         SMART Impact Score- Each of your direct reports must have a SMART Impact Score of at least 30, with a maximum possible score of 108- This is flexible!

Your sentiment rating needs to also be higher for every cycle. You now must have an 85% average across all of your metrics, with only cycles with more than a  75% response rate counting for this. The end goal of this certification is that your team’s productivity is now over 5% greater than the average team’s, and that you are also having better sentiment scores than the average manager. 

All in all, the AIM Insights People Leader Certification can offer a lot to both you as a manager, as well as to your team. 

Congratulations, you’re in charge of your team now! The dynamic at work is changing, but don’t worry, you got this! 

If you want your direct reports to respect you, it’s important that you first show them the respect that they deserve. 

Actively treating all of your workers fairly, demonstrating your value for them through your words and actions, listening to their concerns, and addressing them as best you can will set you apart as a leader that they can trust and respect. 

Remember, you are in charge of your direct reports! The respect that you receive from them must be earned, and it begins with your ability to be confident in your actions and malleable to your new work environment. 

At Ambition in Motion, we understand the struggle of inheriting a new team of individuals who have already been working together, whether they previously knew you or not. 

 

Inheriting a team can be very successful if you focus on the right ways to channel its energy. 

The first step when inheriting a team is to thoroughly assess it by holding a mix of one-on-one and team meetings, supplementing with input from key stakeholders such as customers, suppliers, and colleagues outside the team. 

You’ll also look at team members’ individual track records and performance evaluations. After you’ve interviewed everyone, discuss your findings with the team to ensure that you are all on the same page in regards to overall performance and your shared goals, individually and as a team.

Winning over a team is hard. Any time employees have to adapt to a new manager, they may take time to open up and be vulnerable.

No matter how sensitive you try to be, and how much you try to avoid new manager mistakes, just being there might send shock waves through the team.

Don’t take it personally: It’s just part of how teams work. The introduction of any new person, including a leader, requires the group to do a collective reset. With that said, you can control how your employees get to know you as their manager (and you should).

 

Don’t hang back waiting for the people on your team to come meet you: Seek them out.

Remember, one of people's top desires is to be seen and acknowledged (by their boss, but also, generally). When you start, do some managing by walking around. Introduce yourself, and ask questions.

It may be awkward at first, but introducing yourself and meeting people on their own turf is a great first step to build trust and credibility with your employees. Sometimes meeting people on their own “turf” in a virtual setting can be meeting with them at times that are convenient for them.

 

Culture; the beliefs, assumptions, and unwritten rules that guide and inform people’s behavior; is a sensitive thing. Seek to understand before being understood.

No one likes being told their culture is wrong or broken (even if it is). For example, maybe people have a habit of chatting across their desks all day long, and you think it’d be an instantly more productive environment if these conversations were moved online or set times on the calendar.

While your goal is to help everyone work more efficiently, they’ll view you as someone who’s instantly upending their workflow.

A smart move is to wait and talk to team members about how you think this shift will be helpful. Instead of rushing to make cultural changes, take the time to make everyone feel like they’re a part of them.

 

First impressions really do count, and people like to know their boss cares. Don’t be afraid to roll up your sleeves and help out when the group’s under pressure to deliver and you can help.

In other words, be the leader who sits with the rest of the team for a bit and stuffs envelopes on the day of a major mailing, or help carry event materials from the service elevator along with everyone else. This is what AIM Insights calls organizational citizenship or work that needs to get done but isn’t expressly assigned to you.

Taking part in that “no-fun but highly necessary” team activity shows you don’t believe you’re too good to do the hard, mundane tasks. It’ll make talk about being a team player that much more believable because you’ve already demonstrated you mean it.

 

A goal list is a descriptive and compelling statement of the beliefs and values that guide the team’s actions. Over time, you’ll want to take what you learn about the team and their work to form a goal list, and invite them to help you create it!

A goal list is best when followed by a mission statement that motivates the team each day, and helps them feel more like a unit.

 

School yourself on the history of the team by asking each person what he or she’s most proud of to date.

Ask about successes (and failures) and how those events have impacted people. As you learn about those things that make the team strong, celebrate them. For example, are there any traditions to acknowledge top performers or hit new milestones? 

If everyone enjoys team lunch after something major is wrapped or getting a shout-out in a department-wide email, don’t feel like you have to establish new ways to mark success.

Not just that, but people will remember what you do first. If you begin by acknowledging what’s working, as opposed to leading with criticism, people will be more excited to work with you.

 

There’s no better way to ensure that you are the utmost prepared to lead at your workplace than the AIM Insights People Leader Certification. 

Taking the time to become AIM Insights People Leader Certified will evaluate how your leadership is impacting the quantitative output of your team paired with the qualitative sentiment of working for you as a leader, and overall it will show prospective employers why you are a great leader of people. 

After all, managers and leaders provide direction to staff and ensure they are performing at or above expectations. They need to have the ability to assess problems, manage situations, and provide sensible solutions.

Supplement your own managerial abilities with compelling employee coaching and counseling skills, and watch the incredible results.

This team-building seminar will teach you step-by-step, how to produce a manager's "game plan" to ensure you'll reach your goals and objectives. Plus, find out how to maximize every employee's best abilities and uncover strengths and talents you never knew existed!

Many managers fear that they won’t have time to complete a Leader Certification during their work-life routine. 

However, the AIM Insights People Leader Certification acts as an active learning program that goes along with your day-to-day management tasks and provides you with a leader certification that will boost your career benefits. 

In a lot of ways, the program saves you time because you can move around to different modules of the learning program as they fit into your schedule at work; instead of having to prepare for 1:1’s with your direct reports, you can use the AIM Insights People Leader Certification program to help you prepare. 

Click here to learn more about the flexibility and benefits of receiving an AIM Insights People Leader Certification: https://ambition-in-motion.com/blog/how-to-get-a-leadership-certification-at-your-own-pace 

 

At Ambition in Motion, we don’t control the execution of one’s work but we can have an impact on how people interact with each other at work. 

The AIM Insights People Leader Certification is designed to teach you powerful employee coaching methods to open up a multitude of opportunities and solutions for any situation your career takes you to and monitor the impact of your leadership.

This is what makes the AIM Insights People Leader Certification the only management certification that both teaches and evaluates a leader’s ability to impact their team over time. 

Winning over a new team, especially a well-established one, takes humility, patience, and restraint.

And remember, even if you’re the most experienced leader, it never hurts to brush up on your skills by seeking out advice and taking the AIM Insights People Leader Management program to advance your career with an official certification in your management skills.

Most important of all, give the team time to get to know you and accelerate the process by being curious and appreciative.

A good workplace is only as strong as its weakest link. In most cases, the weakest link in a work environment is actually poor communication and engagement. Miscommunication costs many companies large sums of money and can severely damage their employee retention as well. 

In a research report conducted by Expert Market, 28% of employees cite poor communication and engagement as the main reason for not being able to deliver work on time. They also found that miscommunication can cost companies with one hundred employees an average of $420,000 per year. In 2019, 80% of the employee workforce reported feeling stressed in their positions due to poor communication. 

Gallup has much to say about poor workplace communication as well. Higher employee engagement can translate into 24% better retention, 21% more profitability, and 17% more productivity. In addition to that, 90% of employees rank good communication as key to a healthy work environment.

So how do you boost your engagement rates? Especially in a time when more and more direct reports are looking for remote work? Even if you may be socially distanced, there is no reason that you cannot be properly communicating and engaging within the workforce. AIM Insights can assist with all of this, along with so much more.

“At first I was a little nervous getting started (using AIM Insights) because I didn't know how my team would receive the survey. But after using the tool, I am learning so much more about my team that I didn't know from our previous 1:1 conversations and it is helping me connect with my team on a deeper level.”

These words were used by the Vice President of Sealed Success of Zendesk, a software-as-a-service company. AIM Insights utilizes a horizontal mentorship strategy combined with additional employee feedback programming to assist with communication. Ambition In Motion has realized that there is a science behind the relationships between mentors and mentees, and why some are successful, and some aren’t.  

Not only can Ambition in Motion seamlessly work with the HRIS systems you already have in use, but it can then proceed to add on your current processes. Direct reports are sent regular monthly surveys to complete, which are then reviewed by AIM Insights Executive Coaches. After this review, these coaches will then discuss these responses with you and your fellow managers to see how you can improve and what topics you should discuss within your direct report 1:1s.   

These surveys are anonymous and are only between direct reports and AIM Insights. With anonymity, direct reports are more likely to give candid feedback, and more thorough feedback. The surveys do not require much time and are easy to take.  

Every month, direct reports are sent an automated survey from the AIM Insights platform. The average monthly survey is about 10 questions long and takes about two minutes each. The end of every quarter culminates with a 50-question survey, which is still fairly short, amounting to about 5-8 minutes each. 

Each of these surveys will have questions pertaining to the following categories:

·         General Overview questions- introductory questions acquainting executive coaches with direct reports

·         Performance Questions-  Questions discussing Performance and Task Completion and Rigor over the past 30 days

·         Goal Questions- Questions asking about some of the Direct Reports’ Goals over the near future

·         Work Orientation Questions- Questions regarding how an employee views work

·         Job/Career/Calling Outcome Questions- Questions pertaining to how a direct report views work, and what they hope to achieve from their occupation

·         Engagement Questions- Questions asking about how an individual feels about their involvement at work

The end goal of these questions is to get a better understanding of what you should discuss within your 1:1s. Proper communication can allow a tailored 1:1, which is just overall more beneficial to both you and your direct reports. Tailoring these periodic discussions allows you to eliminate answers to questions you both already know and have a healthier conversation. 

            Similar to other HRIS systems, AIM insights has a task management and assignment feature. This allows you to determine priorities, importance, deadlines, and many other important factors in goal setting. More importantly, you can also assess your direct reports’ goals, and then enter your own feedback through the program on how these tasks were completed. 

            AIM Insights Executive Coaches can analyze all of this data as well and give you additional feedback on your goals. For example, take this anecdote into account:

            Imagine you have a direct report; let’s name him Bryce. He is an entry-level direct report, recruited straight from his university, and is still fresh to workplace dynamics. Bryce has been noted to prioritize his work/life balance, being an avid golfer and about to be married. You recognize that Bryce has a large amount of potential, and thus, plan to give him more responsibilities. Therefore, you give him direct control of an extensive project requiring constant attention and feedback and cannot be accomplished within 40 hours a week. Instead, it would require about 80 hours of attention to complete.

 To your dismay, instead of showing excitement and anticipation with this new responsibility, he declines the opportunity and hands in his two-week notice to Human Resources. Despite the fact that you had been giving him more out-of-work opportunities, and more and more responsibilities, he chose to leave. What went wrong?

            If you had more information about your direct reports, you would have been able to see how you made a mistake interacting with Bryce. With Ambition in Motion, the monthly surveys and executive coaches would have alerted you to the fact that Bryce is a Job Oriented Professional. Consequently, it is frustrating for him to lose control and freedom over his life. He would not have been the best candidate for this role, which would be better suited to someone who is Career Oriented.

            It’s okay to have trouble with communication. What matters is how you address these flaws. AIM Insights can make a large difference in how you fix this. 

In the last couple of months, Sam’s team has grown immensely. They have good ideas, insights, and most importantly, engagement and the ambition to work together and take on more has spiked. 

Sam’s team’s engagement levels have been increasingly growing, making his team and company much stronger and ultimately more successful. However, he doesn’t have any quantitative results to show this because of economic and regulatory factors that have impacted his team’s ability to achieve the results they set out at the beginning of the quarter (before the economic and regulatory changes occurred).

It takes time and effort to grow a team to reach success. If people aren’t engaged, then a team’s overall efficiency and success rates will reflect that. However, when a team is engaged, the company is open to reaching high levels of success. 

In Sam’s case, the CEO found their lack of quantitative results concerning. Going into the meeting, Sam was excited to present their team’s growth and improvement as a unit. How can Sam approach this conversation with his boss, and show the team’s growth and improvement over the last couple of months, without quantitative results? 

 

 

Before entering the meeting, tell yourself that regardless of how the meeting goes, it's just a meeting about one individual's perspective of your performance. Performance discussions are simply a way for you to receive information and feedback about how you're performing in a particular position within the company. 

It isn't an evaluation of your personal worth or how you would perform in a different position or with a different company. Don't take the feedback too personally. Instead, use their comments as you see fit to improve at your job and interact with colleagues.

 

When receiving negative feedback for poor work performance, it can stir some emotions that can quickly surface. If this happens to you, do your best to take a deep breath and count to three before you react with an outburst that might make matters worse. It's best to take the time to listen to your manager's input and allow yourself a few days to process the information before reacting or responding. 

If this is a case where your boss may not realize that your team is growing stronger and making improvements as a unit, but may not have reached a big goal yet, you can take a moment to show your boss that you hear what they’re saying, and then communicate the growth that is progressing between you and your team. At the end of the day, your boss may not empathize why regulatory/economic/any other factor outside of your control is impacting your team’s ability to perform, but it is critical that your boss understands that they are occurring and that your team is pivoting and making improvements given the circumstances.

 

If you believe there is validity to your manager's points, ask for an improvement plan that outlines specific goals and objectives. Make sure you align with your manager on specific ways to improve your work performance. This is a radical suggestion as typically performance improvement plans come from the top down. But if you specifically ask for it and craft it with your leader, you can control the outcomes in which you are being measured against versus them determining them for you (without their empathy or understanding of the situation).

The goals and objectives should be specific and quantitative with a specified time in which to reach them; the more specific, the clearer it will be that you have met the goals as requested.

 

Ask your manager if you could schedule some regular meetings with him or her so you can discuss your progress and the current state of performance. 

Having regular communication with your manager is beneficial regardless of performance, but especially when performance is a concern. 

One easy and effective way to boost your communication with both your boss and your direct reports is via AIM Insights. 

Every month with AIM Insights, direct reports are sent to an automated survey from the AIM Insights platform. The average monthly survey is about 10 questions long and takes about two minutes each. The end of every quarter culminates with a 50-question survey, which is still fairly short, amounting to about 5-8 minutes each. 

 

 

Ask your manager for suggestions or training resources that could help you improve in the work areas that were identified as your problem areas.

This type of action demonstrates initiative and shows that you genuinely care about your work performance.

Another simple and easy way to demonstrate this initiative is via AIM Insights.

Similar to other HRIS systems, AIM insights has a task management and assignment feature. This allows you to determine priorities, importance, deadlines, and many other important factors in goal setting. More importantly, you can also assess your direct reports’ goals, and then enter your own feedback through the program on how these tasks were completed. 

AIM Insights Executive Coaches can analyze all of this data as well and give you additional feedback on your goals.

 

 

If you're struggling at work and genuinely want to improve, consider hiring a career or personal coach to help you. 

Sometimes hiring a coach can be very expensive. One cost-effective way to get coaching is via AIM Insights.

Not only can AIM Insights seamlessly work with the HRIS systems you already have in use, but it can then proceed to add to your current processes. Direct reports are sent regular monthly surveys to complete, which are then reviewed by AIM Insights Executive Coaches. After this review, these coaches will then discuss these responses with you and your fellow managers to see how you can improve and what topics you should discuss within your direct report 1:1s.   

These surveys are anonymous and are only between direct reports and AIM Insights. With anonymity, direct reports are more likely to give candid feedback, and more thorough feedback. The surveys do not require much time and are easy to take.  

 

 

To analyze employee engagement, you need to know what your organization is doing well and where you can improve. Knowing how to measure employee engagement is the jumping-off point for evolving your engagement strategy.

Some things are easy to measure because they are concrete, individual concepts: like the time it takes you to drive to work or how many red lights you can hit without being late. But employee engagement is a bit more difficult. It isn’t concrete, and it’s influenced by many factors.

 

Before we talk about measuring engagement, let’s review how we define it:

According to Gallup, organizations with highly engaged employees have 17% higher productivity and 21% higher profitability. 

Bottom line: engaged employees work harder and stay longer.

 

Here are some key benefits of measuring employee engagement:

 

Engagement is the culmination of how team members feel about:

·         Their camaraderie with other team members

·         Amount of energy they receive from doing the work

·         Whether or not the work compliments their strengths

·         How much they align to the mission of the company

 

            One unique element of AIM Insights is its ability to deliver data on a team-by-team basis in terms of engagement. E.g. it can inform me how engaged my team is which impacts engagement, productivity, and retention.

            There’s no better way to ensure that your managers are the utmost prepared to lead at your workplace than the AIM Insights People Leader Certification. 

            After all, managers and leaders provide direction to staff and ensure they are performing at or above expectations. They need to have the ability to assess problems, manage situations, and provide sensible solutions.

 

            Even if you haven’t had any big recent wins, tracking your overall employee engagement and metrics that showcase that you have been able to pivot, despite not many tangible outcomes yet, allows you to see your team’s progress over a period of time and show your boss that you are putting in the work to get on track.

It is exceedingly important to build an environment conducive to allowing team members to communicate with each other as well as with you, their manager. This is particularly important as it pertains to feedback.

                In fact, according to Gallup, managers who receive feedback on their strengths and weaknesses show an 8.9% increase in profitability, while teams with managers that gave feedback report a 12.5% increase in profitability. 

                Feedback can truly add to the workplace. But while it is often a stated responsibility for a manager to give critical feedback, it is often difficult to encourage your direct reports to give feedback as well. This is a concept known as 360-degree feedback or two-way feedback. And you can alleviate this problem in a few ways. 

                Whenever you inherit or create a team, you should have a good 1:1 with any member of staff. This should help you not only inspire your team and show them your mindset but also allow you to set an environment in advance. While in this meeting, you should not hesitate to explain how you value both giving and receiving feedback, but also explain why you value this so much. The key is creating a culture where people feel enough psychological safety to give feedback – not a passive-aggressive culture that says the right words but doesn’t deliver psychological safety.

                In addition to this, you should also model certain behaviors through your own work to help demonstrate your passion for this. Try doing some of the following:

1)      Show interest in what your direct reports are doing- keeping a common image of you caring for their interests will help foster this environment where they don’t feel uncomfortable with conversations with you.

2)      Accept your mistakes and acknowledge them- most people will feel more comfortable with telling someone if they’ve made a mistake if this person frequently acknowledges their errors. Own up to your mistakes!

3)      Recognize the power dynamic- To your direct reports, you rank higher than them. There is an inherent power difference here, and it is natural for them to be nervous about calling you out. 

4)      Read Implicit Language- Before asking for feedback, it is important to figure out the ideal time and appropriateness of asking for feedback. Sometimes, when an employee is particularly stressed, they may not be able to give the most effective feedback. 

5)      Take Immediate Action- If you are getting feedback from your direct reports and proceeding to not act on it, do you really think that they will be giving you any more feedback in the future? Taking action on feedback signifies your dedication to your direct reports, as well as how much respect you have for them. Not acting on it would show that you either don’t care or don’t respect their feedback. Don’t be that person. 

                Ironically, the same way that your employees should receive feedback is the exact same way that you should receive feedback. This is a process of grace and dignity. Here are some concepts to keep in mind while accepting feedback.

1)      Be an Active Listener- Being an active listener means asking for details, presenting interested body language, and being polite. Leaning in, using facial language, and using hand gestures are all good examples of body language. It is important to let the other person speak, and not try to stifle them though. 

2)      Cross-Check Feedback- The more people that are saying a specific topic, the higher chance that this topic holds true. For example, if most of your direct reports are noting that you have trouble issuing deadlines, then this is probably a very discerning feature of yours. If a topic is mentioned by one direct report, it still is worth looking into, but the more frequent a topic is, the higher priority it should be.

3)      Be Polite- This should go without saying, but at any point, if you feel that you are getting emotional, adjourn the meeting or discussion in favor of a later date. It is not a good idea to have emotions while in this discussion. 

4)      Ask for Examples- Anecdotes and specific examples can be very handy for the effectiveness of feedback. If an employee says that you have trouble delegating duties, it may be hard to understand how. But imagine if you received this feedback: “During the period of time that we were working with company A, you had a lot of tasks on your plate while we were unused, and you were frequently irritable.” That says a thousand times more than the former feedback. 

5)      Be Aware of What you Say or Do- The actions that you take while and after receiving feedback can dictate your entire reputation in the office.  If you overreact in front of one of your direct reports, imagine how the rest of them will feel about giving you feedback. 

HRIS systems can often be your best friend in terms of getting feedback from your direct reports. Many of them can automatically prompt direct reports to submit their own feedback. 

Ambition In Motion also offers a service known as AIM Insights, which can assist you with communication between you and your direct reports. Each month, a survey is sent out to your direct reports to fill out. The most important questions on this survey pertain to performance, task completion, and rigor over a period of time. These allow you to get candid feedback and then see how your direct reports feel about their tasks.  

In addition to that, AIM Insights’ Executive Coaches will give further evaluation and feedback to you and your fellow managers. Feedback between you and your direct reports can also be anonymous, allowing your employees to feel safer expressing their opinions.  

Sometimes, it’s not only scary to receive feedback or criticism but equally scary to give it. Understand the position that your employees are in, because at the end of the day, it is their company just as much as it is yours. You might organize them, but their day-to-day work will define the company. Let them make it a better place for themselves, as well as you and your fellow managers. Be empathetic, welcoming, and an active listener, and you will turn out just fine. 

We've all heard these mantras, either as part of our jobs or as customers ourselves in the marketing materials of countless businesses. 

However, extensive research shows that customer satisfaction is more effectively built by first focusing on employee happiness.

 

At the July Executive Symposium last Thursday, July 28, 2022, Todd Coerver, CEO of P. Terry’s Burger stand stated his belief that “the customer is not always right.” 

He demonstrated the way that he invests in his employees because investing in them is just as critical as investing in the company. 

Coerver’s stance on the always-known “customer is always right” rule poses the question: “Is employee loyalty more important than customer loyalty?”

 

The idea of putting employees before customers seems counterintuitive, but it's not entirely new. 

Over 20 years ago, a group of business professors from Harvard University had been working on a model that validated this concept. James Heskett, Thomas Jones, Gary Loveman, W. Earl Sasser, and Leonard Schlesinger were comparing results from their own studies and synthesizing other research to construct a model to explain the outstanding success of the most profitable service-based companies.

 

It began with Sasser’s research, conducted with his former student Fred Reichheld. The duo took aim at a long-standing assumption of business: market share is the primary driver of profitability. If a company can increase market share, it will increase sales while taking advantage of economies of scale to lower costs and thus increase profits. 

When the pair examined a variety of companies and the existing research, however, they found that while market share is one factor in profitability, another factor better explains the most profitable companies: customer loyalty. 

Based on their research, Sasser and Reichheld estimated that a mere 5% increase in customer loyalty can yield a 25 to 85% increase in profitability. 

This finding laid the foundation for the five Harvard professors’ search for the causes of customer loyalty. After studying dozens of companies and troves of research, they created a model that tracked the origins of customer loyalty. 

They called it the "service-profit chain."

 

The service-profit chain links together several elements of the business model in a linear relationship: Profit and growth are driven by customer loyalty. 

 

But first let’s take a step back… How is customer loyalty achieved? 

Loyalty is influenced by customer satisfaction.

Customer satisfaction is stimulated by a high perception of the value of the service.

Value is the result of productive employees. 

Productivity stems from employee satisfaction.

 

 

According to Forbes, a recent study demonstrated that managers play a significant role in employees’ satisfaction and the service-profit chain. 

A trio of researchers led by Richard Netemeyer of the University of Virginia collected data from a single retail chain that included 306 store managers, 1,615 customer-employee interactions, and 57,656 customers. 

The researchers were testing the effect of managers’ performance and satisfaction on employees, and hence its effect on customers’ satisfaction and the overall performance of the managers’ stores.

 

They found that managers’ actions, customer satisfaction, and store financial performance were indeed linked. These results support the argument that management’s support of employees significantly contributes to Heskett and his colleagues at Harvard internal service quality, the first link in the service-profit chain. 

The findings from the research of Netemeyer and his team also suggest that flipping the organizational chart really works. 

It’s essential that managers understand that their role is to support employee satisfaction and hence customer satisfaction, in no small part because their success in this role clearly has a major impact on the financial performance of their company.

 

The belief shared by many corporate leaders that hierarchies ought to be flipped and customers put second is simple in theory, but difficult to put into practice. 

Turning the organization around requires turning loyalties around. 

Leaders must demonstrate that their loyalty is to employees first, trusting that their employees will then be more loyal and caring to their customers. 

It’s a big gamble, but the results speak for themselves.

 

How can you demonstrate an employee loyalty policy in your workplace? 

 

All companies want to attract the best possible talent to their workplace. But who would want to work with a company that treats its members as disposable assets?

Investing in your employees is a great business opportunity, and it builds a solid reputation for your company. 

People want to work for organizations that promote their growth and value their opinions. 

When you recognize the importance and value of your employees, you remind your team what you’re working towards, and what they’re doing right, which in turn, inspires them to keep doing better. 

This plethora of inspiration and praise allows for a more open-minded environment for idealization between you and your direct reports. Engaging in your team will allow for an engaged work environment at your organization. 

If you’re looking for an efficient way to track your progress with your team as you engage in them, AIM Insights ensures visibility over all ongoing activities: task performance, manager performance, organizational citizenship, team performance, and goals for direct reports. 

Implementing employee loyalty at your organization is great. But tracking overall performance throughout this process will be crucial to understanding its impacts long-term. 

 

Just like the research that Harvard professors, James Heskett, Thomas Jones, Gary Loveman, W. Earl Sasser, and Leonard Schlesinger conducted, happy employees equal happy customers. 

When you inform your employees that the customer is always right, it pits the employees against the customers, with the customers always coming out on top. This creates problems on multiple levels.

 

●     It undermines the authority and control of the employees.

●     It often causes employee resentment against managers.

●     It signals that management supports customers more than employees.

●     It shows a lack of trust that employees can appropriately resolve difficult situations.

 

The reality is, supporting your employees will lead to happier customers.

It’s important to remember to take your employees’ side in a positive way so that the customer understands that you and your employees are the experts of your business, and you aim to help the customer. 

However, some customers may not be happy if they are not treated as though they are correct, and that is okay. 

Believe it or not, there are some customers you do NOT want. If a customer constantly complains, abuses employees, or creates stress for your company, they’re not worth it. It doesn’t matter how much money they pay.

 

A bad customer:

 

●     Erodes employee morale

●     Requires an unusually high amount of resources

●     Increases employee stress levels

 

 

There may be times when you have to “fire” a customer in order to protect your company and employees. If you’re planning on staying in business for the long haul, you need to avoid terrible customers.

Dropping bad customers may cost you a little revenue in the short term, but it’s better in the long term for your business.

Management is often a position of mentorship in addition to leadership. One important aspect of mentorship is education, and consequently, many companies are willing to sponsor some form of education or professional development for their employees. After all, better employees equate to better profitability and efficiency. 

                However, it often comes as an unpleasant surprise that the professional development budgets are often frequently underutilized, or even worse, unused. What makes it even worse is that some of your direct reports don’t even know what they have access to. In a survey by Guardian in 2017, only 49% of employees could accurately recite what benefits they selected.  Thus, you might ask, “How can we get our direct reports to make use of the corporate education advantages?” The answer is far easier than you might think.

                Corporate Education Sponsorships are a phenomenon in which a Direct Report chooses to participate in further education or certification at the company’s expense. According to Statista, 47% of companies offer this in some aspect, and an additional 8% offer student loan repayment.

                Most companies actually prefer this over formal training and talent development programs, due to many inherent benefits of sponsorship.

                These sponsorships allow you as a manager to set up the best possible employee workforce that you could ever ask for. Sponsorship works as a development program, an engagement system, and even a recruiting incentive. 

                Think about it from your employees’ perspectives, and you can easily see how this would be an amazing recruiting opportunity. Not only would an employee have the potential to get a degree, thus expanding their skills, but would also be able to move up in the company ladder, and consequently get more pay.

                From a managerial perspective, you receive just as many benefits. First of all, at the end of the day, you will have better educated and more skilled employees. This alone balances out the cost of the programs. According to Human Capital Theory by Dr. Arnaud Chevalier and Gary Becker, higher education increases productivity. 

                Also, you will have loyalty from your direct reports. If a company were to pay for your education, and their only condition is for you to stay and work for them for a certain amount of time, you’d definitely buy into the company culture a little more than before. 

                An even better perk for your company is that you can often claim tax breaks, credits, or deductions. The IRS has been pushing for companies to fund employee education, and if a company meets certain guidelines regarding education, they have some options available to them regarding taxes.   

                On a more personal note, I was able to benefit from Company Education Sponsorships, and it completely changed my life as I serve as a paramedic.

                A Paramedic, or even an EMT Certification costs thousands of dollars, and as an individual barely out of high school, I had no way of easily affording this. However, a local rescue squad offered to fund this in exchange for me working with them for at least 6 months. I was able to pursue my certification, which I had originally planned to defer for a couple years, and consequently, was able to make my dream come true much earlier than anticipated. I went on hundreds of calls, some of which included lifesaving measures, along with medical evacuation, and was often the only Paramedic on duty at times. I was able to give back to the squad that paid for me to receive this advantage, while still benefitting.

                There are generally two different ways that Corporate Education Advantages operate. The first method is through reimbursement. This means that your direct reports will undergo their certification or education, and then upon completion, your company then compensates them for the cost of their education.

                Alternatively, your company could sponsor a direct report’s education, paying for it from the point of enrollment. This is often paired with a contractual requirement for the direct report to finish their coursework or risk having to pay back the cost of the degree or certification.  

                Regardless of the method, most companies also require a minimum amount of time served at the company after receiving a sponsorship or reimbursement.              

                Typically, companies can sponsor a variety of degrees, certifications, or programs. The main consideration is that it is a relevant field to that of your industry. Here are some of the most common sponsorship targets:

·         GED- Some employees may have had extenuating circumstances while they were in high school and were forced to drop out. A GED can completely change their life.

·         Bachelor’s Degree- Undergraduate education can often have a fiscal barrier, which some individuals might not be in the best financial status to pursue.

·         Master’s Degree- Postgraduate degrees are often pursued only after experience in the workforce. Sponsoring this and combining it with a work agreement can result in an extremely valuable employee

·         CPA- This one is only common within the accounting field but is frequently sponsored. 

·         PhD- Sponsoring these is much rarer, and it is only really common to have a PhD program sponsored within the clinical or scientific fields. 

·         People Leader Certifications - This type of certification is a much newer innovation and provides quality education and experience for a fraction of the price of an MBA. While these certifications are often offered by educational institutions, companies such as Ambition In Motion have pioneered their own versions of this, such as the AIM Insights People Leader Certification.

                Getting your direct reports to be aware of what exactly they have access to begins with the job posting. According to Gallop, 64% of workers cited significant increases in income or benefits as “very important.” So, wouldn’t it make sense to advertise using these incentives? Recruiting fairs, Glassdoor, LinkedIn, and Handshake, among others, should not only list financial benefits, but also some incentives, such as Corporate Sponsorships, insurance, time off, and any other associated perks.

                In addition to this, any new employee orientation or in-service should always reiterate the opportunities available to direct reports. The more times that this is brought up, the more likely an employee is to look into this. 

                Have your benefit companies come advertise with you as well. For example, if you have an MBA sponsorship, have a professor or dean come and speak about the merits of getting an MBA. Using these advertisements helps your credibility. 

                Also, create partnerships with local schools and certifying boards! See if they can reduce prices with you in exchange for exclusivity deals and similar concessions. Cut costs and see what you can do.

                An education can completely change an individual’s life and improve your own business as a result. It feels like a no-brainer. So don’t be afraid to push your company incentives. 

Executive Coaches are qualified professionals who work with individuals- primarily executives but also high-performing employees- to help them improve in many ways.  They often work with these leaders on goal setting, goal achievement, communication, and act as a sounding board for ideas. 

Normally, this can cost quite a pretty penny- up to $3,000 an hour. However, Ambition In Motion has created a new program facilitating executive coaches and mentorship which only costs $150 a month. But how does this happen? What makes AIM Insights so different?

Executive coaches often have extremely high business acumen. Whatever some of your goals may be, they can help you accomplish them. An impartial third party can often help judge your ideas as well. Because they will keep your information confidential as well, they can really create a relationship built upon helping you and improving your business and ease your fears about corporate espionage or similar topics. 

Another benefit of having an executive coach is that they often have extensive experience to draw upon. Every coach has led a team, founded a business, sold a business, or done something in their respective industry to warrant being hired solely for an advisory position.  

               Executive coaches can also point out weaknesses far easier than someone connected to your company. It is always easier to find an error if you are objective towards what you are auditing, which does hold true for executive coaches. 

               Think of an executive coach similar to how you would think of an athletic coach. No one would argue that Lionel Messi is one of the greatest players to have ever played soccer, or that Tom Brady is one of the greatest football players ever. However, despite both their respective skills, both of them have made use of coaches and improved their already formidable skills. The same concept holds true for you as a manager. Regardless of performance, everyone should have a mentor and educator in their back pocket. 

               The key question here is how a cost is determined for Executive Coaches. After all, with a steep cost, you’d be curious. Typically, these coaches spend hours upon hours in what is known as the discovery process. This involves reading over 1:1s, checking exit interviews, reading performance reviews, looking at goals and successes, and so much more. Naturally, with hourly pay, this will add up, hence the high costs. 

               However, with AIM Insights, the platform automates this entire discovery process for the executive coaches, condensing it into easy-to-read graphics and briefs. This saves them quite a few hours and allows them to not only be able to work with their clients faster, but also to reduce their costs. 

               In addition to this, executive coaches tend to be great at their craft, executive coaching, but if assessing the total amount of time they are working, for example, the time it takes to develop business (online or in-person), there is a lot of total time spent in the process of serving a client. Ambition In Motion can once again automate this process. By creating a marketplace where coaches and managers can come together, coaches can spend their time coaching and developing business by showcasing their abilities as a coach. 

               One of the most important things that can be written about AIM Insights is that it can be completely tailored to your specific scenario. Picture the following: Your water heater burst overnight, and you and your family wake up to six inches of water in your living room. Who would you call to fix this?

               In this case, you are probably most likely to call a plumber. And why might you call a plumber as opposed to a general contractor or a handyman? The answer is obvious- the plumber specializes in this type of scenario.

               Executive coaching works in the exact same way. One executive coach cannot be good at all aspects of leadership. With AIM Insights’ pool of executive coaches, the tool can provide leaders with a coach who will be more experienced with their specific field and problems. 

               For example, AIM Insights has coaches that specialize in coaching sales leaders, others that specialize in coaching tech leaders, others that specialize in certain personality assessments like DISC, Strengthsfinder, Predictive Index, and Culture Index, and many other areas. The point is that multiple coaches can be assigned to a company based on their needs and drivers. Essentially, it is a marketplace where managers and executive coaches can come together.

               AIM Insights executive coaching can also be paired with a full people leader certification program, in contrast to others. Certifications are often much cheaper than postgraduate education, and can also provide unique benefits that are more tailored to your actual career.

               Executive Coaching can be nerve-wracking and can be expensive. But you don’t have to let it be either of the two. 

Coaching enhances performance. It can benefit anyone, not just athletes. Just like athletes, leaders are under pressure to perform every day. And just like with athletes, coaching is the best way to ensure that leaders can perform at a high level.

Workplace coaching is a burgeoning industry with a growing body of literature to support it. In this article, we break down workplace coaching, how it works, and how you can use it to help grow your organization.

 

Executive coaches work with business leaders to enable their rapid development. They also assist with specific problems that a board member, or senior manager, wants to work through outside of the normal business framework. 

Unlike training, coaching focuses very specifically on the issues that an executive wants to work through. Thus it becomes a speedy way to improve skills and achieve personal and professional objectives.

The executive coach gives the executive feedback and a new perspective that enables them to set goals and work towards them. The coaching sessions use objective feedback to drive the executive's thought processes forward through their issues.

 

There are many uses of executive coaching but the most common reasons for engaging a coach include the following:

 

●       Onboarding or Transitioning: when a board member or senior manager is promoted, coaching can quickly help them prepare for their new role. It's also a very useful method for helping someone who is transitioning from one area of responsibility to another at the same level.

●       High Potential: individuals who are identified as having real talent, can often be coached to accelerate their personal development within an organization.

●       Organizational Change: coaching can support transformative business programs to ensure that leadership can keep pace with change.

●       Neutral Party Support: sometimes the executive will need to run ideas over a sounding board to be better able to articulate them in their own business.

●       Personal Effectiveness Programs: if the executive themselves plays a coaching role, for example in their management position or during 360-degree review processes, coaching can help them develop their own approach.

 

Coaching enables leaders to deal with the unknown.

The workplace is a dynamic environment, characterized by turnover and volatile market forces. The beauty of coaching is that leaders do not need to know everything in order to be effective; instead, they need to know how to empower those around them.

Executive coaching gives businesses a way of developing their senior staff in a cost-effective and timely manner. 

Coaching sessions enable the staff member to concentrate on the issues that are most critical to their performance, without the fluff of lengthy training courses. They allow the director or manager to remain at their post whilst developing and thus don't take away from their contribution to the business.

It can be said that executive coaching is one of the most important methods for improving the skills of your leaders and directors. 

It should be easy to demonstrate a clear return on investment for this kind of coaching. And anything that has a positive impact on the bottom line is something that your business should be considering.

 

If you are interested in bringing a coach on board, there are several ways to identify the coaching needs of your workplace.

First, you can bring in a consultant with expertise in gathering information in organizations through surveys, assessments, and interviews.

There is no better way to identify needs than by talking to the people involved in your organization. 

In this case, you can select a sampling of your staff to interview, asking them about the skills and resources that they feel they need to do their job effectively.

If you feel that employees are not giving honest feedback or you are stuck, it may be time to bring in a consultant.

 

            AIM Insights has hundreds of executive coaches that specialize in specific areas of expertise: sales, technology, operations, etc. 

            Fill out our executive coaching form and the AIM Insights team will pair you with the right executive coach for you. You also have the option to be put on a rotation over a period of time with multiple executive coaches that specialize in different areas of business. 

Regardless, these pairings are made based on metrics and feedback tested by AIM Insights. When you begin, you will be asked to take assessments that will generate the most effective executive coaches for you. 

This can even be done through the AIM Insights People Leader Certification program, where you will be paired with an experienced coach, personalized to your field of management, working with you through gaining a management certification to excel in your career. 

What difference does AIM Insights bring to executive coaching? 

Lots of benefits at a fraction of the cost. 

There are two reasons why AIM Insights is cost-effective: 

 

1.     The insights from the initial assessments done on the executive client allow the executive coach to have enough feedback and guidance to give to the manager immediately 

2.     This is more effective than the executive coach going out and marketing themselves on LinkedIn, commenting on posts with no guarantee that they will be given a job. By creating a marketplace for managers and executive coaches to come together, coaches can spend more time coaching.

            

AIM Insights has hundreds of executive coaches, ready to guide you at a customized level. If you want to see efficient, long-lasting improvements within your organization, and you believe that executive training can benefit you, set up a meeting to speak with the AIM Insights team and find out how you can get started with a customized executive coaching program. 

 

As Bill Gates said:

 

Welcoming new hires into your organization is an exciting process. An employee's onboarding can have a huge influence on their enthusiasm, motivation and performance. 
             As your new hires learn the fundamentals of their new jobs, you have the unique opportunity to make a meaningful first impression. 

 

An employee's first impression of a new workplace can set the tone for their entire experience with a company. 

An engaging and exciting onboarding process can improve job performance in the long term by setting employees up for success from the moment they begin their training. In response, these employees see higher satisfaction in their jobs, increasing employee retention over time.

When a company makes the effort to create a captivating onboarding process, new employees are encouraged to engage immediately with their new surroundings, generating excitement about their role. 

An excited employee is likely to speak highly of the company they work for, improving a company's brand by word of mouth and contributing to the reputation that the organization is a great place to work.

 

During the new manager’s first week, they could be asked to think about and create a document outlining their 30-60-90 day plan. Here, they’d write down their main goals and their goals for their team, plus how they plan to achieve said objectives. 

Employees would include timelines for each set of goals and a description of what success would look like for them. 

As an employer, there are many benefits to asking your new hires to develop a 30-60-90-day plan, according to Indeed.com.

 

-        Helps clarify their role. You can use the document to make sure new employees understand what they need to deliver.

-        Provides valuable insights. Discussions about the plan give you insight into your new employee, and you can also ask them to give you insight into your business.

-        Helps build relationships. Regular discussions with new hires can help you build a stronger team.

-        Aids in development plans. This document lets you see your new employee’s strengths and weaknesses so you can create their employee development plan.

-        Helps with time management. Starting a new role can be overwhelming, but a 30-60-90 plan gives a new employee focus and shows them where they should be spending their time.

 

With this, it’s important to keep in mind that it can be difficult for a new member of the leadership team to establish a set of goals when they aren’t 100 percent familiar with the company’s objectives or overall targets. 

It’s up to the HR team and the leader’s managers to provide any appropriate documentation and data that will help inform their goal-setting initiatives. 

This could include organizational charts, strategy and project documentation, and general company culture presentations.

 

After 30 days, the new manager may be ready to start diving deeper into their role. They may have set goals surrounding budgeting issues or cost-savings for their department or started seeking out ways to conserve other resources.

This is when they’re able to receive information and data that’s a bit more detailed, such as financial reports and forecasting analysis documents. 

As providing them with countless pages of context-less reports or stacks of old results can do more harm than good, it’s important to let them know what documents are most valuable to them and their role so they can prioritize their time most effectively.

 

Once they’ve been on the job for two months, the organization’s new manager will be expanding their company and product knowledge through multiple information streams. 

While their first month might have been more focused on high-level and general information and documentation, the second month gives them a chance to dig deeper into the areas of the business that are relevant to their own goals.

For example, if the new manager is a Director of Sales, they may want to meet with the Public Relations Team to discuss PR events that have positively (and negatively) impacted revenue.

With this in mind, it’s important that HR teams encourage members of different departments to create documents or info packets that can help new employees understand their team’s position and contributions to the business.

While it could be overwhelming for a new leader to try and get detailed information about each department across the organization right away, by having these dedicated resources created for onboarding, the new leaders are able to learn about other teams as they relate to their own goals and objectives.

 

90 days 

After three months, a new leader is usually ready to focus more heavily on their team’s development. While the new manager might have felt that they didn’t have the time or attention to properly foster their team’s growth during their first week or month, they’re usually more than ready by the third month.

They’ve completed the basic learnings required for their integration and are finally ready to turn their attention outward. This is when they can focus on their management-specific goals, such as aiming to lead a high-performing team.

Around the 90-day mark, the organization’s HR team could provide any documentation that relates to managing and supporting a team of employees. This might be formal leadership training documents, a company handbook on building and managing effective teams, or any other resource that concentrates on fostering talent within the organization.

Adopting new technology and tools can streamline the onboarding process for all new leaders. These tools can help accelerate learning, maintain momentum, and make leader onboarding more effective than ever.

As mentioned above, it’s important to start the onboarding process before the new leader’s first day on the job. While setting them up with any necessary hardware and legal documents before day one is essential, understanding their team’s priorities before they’ve officially started gives them a massive head start. A tool like AIM Insights is made for exactly this purpose.

With AIM Insights, a team can participate in executive training prior to their new leader’s onboarding. This allows the newly hired leader to interact with the team in both group and 1:1 settings to understand each individual team member’s thoughts, pain points, and priorities. 

With AIM Insights training and executive coaching, the new leader is immediately privy to the issues most important to the team as a whole. These time-saving insights are incredibly valuable, allowing the new leader to get up to speed as quickly and smoothly as possible.

Once the leader has started, regular and ongoing AIM Insights coaching exchanges over their first few months help keep them on track and alert to any changes that might have occurred. 

They can gather honest, collective feedback and pulse-checks from their team, while benefiting from anti-bias software, which allows them to understand challenges and opportunities swiftly, plus build trust and connections.

Effective onboarding for leaders has long been a pain point for many organizations. With so much at stake, many businesses miss the mark when it comes to setting new managers up for success. 

With the tips and guidance above, organizations can help new leaders become valuable and impactful members of the business as quickly and effectively as possible.

And if you are a new manager interested in connecting with other people leaders to gain objectivity and improve your performance, you can check out the executive mastermind group.

In a time when more and more workplace injuries are occurring, it is important for managers and leaders to improve safety in the workplace, particularly in areas where there is a higher risk of injury. According to the Bureau of Labor Statistics,  the Construction and Manufacturing industries make up 10 of the top 15 fields where injuries occur in the workplace. 

                      Safety incidents don’t even solely affect the workers involved. They also have a strong trickle-up effect, as a result of fines, litigation, and replacement training. In 2022, Dollar General was struck with a 1.3 million dollar fine by the Department of Labor for staggeringly dangerous work environments, including but not limited to obstructed exit routes, missing sprinklers, and inaccessible electrical panels. 

                      With all of this in mind, managers should not only care about their profit line but about the safety of their direct reports. But how can these leaders improve safety in the workplace while still maintaining their profits? 

                      The first cost that a manager should recognize is one of the steepest scaling costs in the manufacturing industry- the EMR, or experience modifier rate. This is a number that insurance agencies will use to determine premiums and compensation rates. EMRs are determined based on a specific company’s historical cost of injuries and future risk chances. This number is then compared with the average losses other companies accrue in a specific state. 

                      The average EMR tends to gravitate around 1.0. The lower an EMR is, the lower the compensation amounts are, which also applies vice versa as well. In addition, the higher an EMR is, the higher the insurance premiums are. EMRs are considered to be very accurate due to a concept known as Experience Rating, which states that history tends to repeat itself. Losses in the future will probably be similar to those of the past. 

                      EMRs are extremely important in the Manufacturing and Construction Industry for one sole reason. Every business in these industries is required by State and Federal Law to have the following insurance coverages: 

·        General Liability Insurance

·        Professional Liability Insurance

·        Vehicle and Auto Insurance

·        Inland Marine Insurance (Refers to any equipment that is towed)

·        Contractor License Bonds

·        Workers Compensation Insurance

              Some states may even require further insurance. All of these insurances have periodic costs known as premiums, which can be increased depending on how often the insurance was used. Imagine how quickly this can add up. Insurance can be extremely expensive. It is important to note that insurance does not always cover negligent activity.

              Businesses should also account for costs associated with OSHA requirements. OSHA is the Occupational Safety and Health Administration, and is the federal board charged with “ensuring safe and healthy working conditions by setting and enforcing standards and by providing training, outreach, education, and assistance”. They can also audit workplaces, and determine if they are in violation of safety protocol. 

              OSHA also mandates that workers receive a certain amount of company-funded training. This is required to be kept up to date and does get checked frequently as well, so it can’t be completed in-house and under the radar. For example, when I worked as a lifeguard, I was required to receive training in managing bloodborne exposure, basic and advanced first aid, bodily waste management, and hazardous chemical management. 

              The first step in adding safety to the workplace is to conduct very thorough examinations of your personnel, equipment, and workspace. 

                      Personnel examination refers to checking any of their personal certifications and doing a thorough background check. Managers should also contact prior employers. User error is a common bane in the construction industry, and 86% of contractors admit to having made an error in the field. The severity of an error can make a very big difference, however. In addition to that, a common sanction placed on dangerous employees is for certifications to be voided. Checking into the history of a certification can make a big difference. While some managers believe that people may improve, it is important to remember that in the construction industry, safety should always be the number one priority. Background checks are important to read over due to potential liability. If a worker has been sued in the past for negligent behavior, bringing them onto staff could prove to be dangerous, and if a mistake is repeated, litigious. 

                      Equipment examination should be something that a manager not only trains workers on but should be proficient with themselves. Heavy machinery such as forklifts, cranes, and bulldozers, along with their associated equipment such as ratchets, braces, and supports should always be examined before any use. In addition to this, managers should frequently bring in experts and mechanics to determine the safety and longevity of their specialized equipment. While yes, these machines are expensive and built to last, nothing can be left up to chance with them, due to the inherent danger that they pose. 

                      Workplace examination is something that an outside entity or inspector should assess. The ideal goal of this is to ensure OSHA Compliance, as well as to ensure that the workplace is a safe area to be within.  OSHA will also conduct this examination, for a fee. 

                      The next step in adding safety to the workplace is to create a proper education program. Managers should facilitate a space in which it is not only okay but welcomed for workers to ask questions about safety compliance and regulations. The environment should be designed in a way to offer as many educational opportunities as possible for this. In my experience as a paramedic, I was also required to attend monthly in-services, where we would have our squad leader going over every safety feature and regulation in not only the house but also on our ambulances.  This not only gave us refreshers on the safety tools already present but ones that were brand new as well. This actually ended up saving one of my coworkers’ lives. In our in-service, we were taught about the C02 Fire Suppression System within the AIRTIGHT server room connecting us to 9-1-1 Dispatchers and our radio systems. One very important thing that was noted was the fire axe planted next to the door. C02 Fire Suppression Systems are designed to be waterless and can extinguish a fire without creating a mess or damaging electronics. However, the C02 removes the oxygen from the room, strangling the fire. Naturally, this is incredibly dangerous for individuals in the room.  This system ended up triggering while a technician was working in the room. If he didn’t know where the axe was to break the window and allow oxygen to come into the room, he would’ve most likely suffocated to death. Thanks to his safety training, he was able to escape with his life. 

                      Another thing managers in the manufacturing industry can do to increase safety is to implement AIM Insights. AIM Insights and the subsequent AIM Insights People Leader Certification can help companies improve their safety by deploying a bottom-up approach to helping employees identify innovative solutions to improving safety and communication guidance from executive coaches on how to handle difficult situations when a manager has an employee not abiding by safety rules. 

                      Safety is a product of tolerance. The more we tolerate bad behavior, the more likely accidents will occur. AIM Insights helps managers bridge a gap between the inconvenience of following safety procedures with the discomfort of confronting somebody in a manner that drives mutual understanding and compliance.

                      This should assist managers with starting to improve safety within their workplaces. It is important to note that incidents will always happen within the work sites. However, with proper management, this number should go down and enable a safer area.  

Effective leaders set clear expectations for their teams and align them with company objectives. This article is for new managers focused on becoming excellent leaders.

Stepping into a leadership position for the first time can be daunting, even if you feel prepared to handle your new responsibilities. Going from focusing primarily on your own work quality to overseeing an entire team’s output can feel overwhelming. 

However, effectively leading your team and experiencing success can be extremely rewarding. 

At a recent conference, a speaker mentioned that the average professional became a manager by age 25, but doesn’t receive their first leadership training until age 35. That creates 10 years of potentially bad habits to form before receiving guidance on what new managers can do to be effective in their roles.

Managers plan and coordinate tasks in a work team so that everyone does their job properly. Leaders focus on providing direction. They inspire their team to reach further and strive to maintain that level of motivation.

Each function is crucial for a company’s overall productivity although some view them as separate jobs, one can’t work without the other. The best managers are generally the best leaders. 

Few people can master both jobs, but when they do, they are able to generate great results out of engaged work teams. As a result of this train of thought, great companies see both functions as one job.

 

Have you ever been faced with a new project and searched Google or YouTube to learn how to do it? Don’t you wish you had a direct resource for solving business problems? 

Many organizations recognize this need and have implemented mentorship programs to support new or rising employees. 

A mentorship program can help identify and groom high-potentials for management positions. 

Ambition in Motion is an Executive Mastermind group for servant leaders or leaders that believe the best way to lead is in service of the employees that report to them.   

This allows the use of both group and individual mentoring and group coaching and guidance as being in a leadership role can be a lonely place so having other leaders that can relate to and guide you as you work through your challenges is critical. You can be assigned to an executive mentor, personalized to your needs, interests, and field of work to guide you through any situation that may arise at your workplace. 

The executive mastermind groups also provide managers with a sounding board for problem-solving in the workplace and have been shown to increase job performance.

 
2. Participate in management training

As workforce demands keep getting more complex, management-level personnel need to adapt to the talent available. In the modern workplace, managers need to be active leaders in order to bring the best out of their teams. 

The relationship between a manager and their team can be complex to navigate. There’s more to it than telling everyone what to do; in fact, that management approach is highly discouraged. 

One great tool for management training is AIM Insights where a team of highly trained professionals will guide you through personalized training and professional development for your field of management. 

Guiding managers with 1:1's with their direct reports is a core component of AIM Insights and one of the biggest benefits the tool provides are guides to managers on how to have an effective 1:1 and what questions to ask each direct report based on each direct report's circumstances. 

It is crucial that managers and their direct reports are on the same page, and AIM Insights closes the perception gap between what a manager thinks of their direct reports and what they think of themselves.

 
3. Conflict resolution skills 

Conflict is a natural part of any relationship, working or personal. Resolving conflict is a learned skill and one that can be taught, developed, and refined. 

A study by Purdue University found that students who have hands-on learning experiences gain a deeper understanding of the concepts that are being taught. Attending a conflict resolution workshop can provide you with experience in a controlled environment so that you can better handle difficult and uncomfortable situations, and work towards a positive resolution.

 
4. Team building activities 

According to cmoe.com, Seventy-five percent of employees rate teamwork and collaboration as very important. 

Yet, 86 percent of employees and executives blamed a lack of collaboration or ineffective communication as the reason for workplace failings. 

A good leader recognizes that they are only as good as the people that surround them. Instituting team-building activities allows teams time to bond together as well as provides an opportunity for them to decompress from their jobs for a few minutes.

 
5. Value feedback culture 

In order to grow as a leader and the organization as a whole, you need to address the value of good and honest feedback. You give timely feedback to your team members and you should ask for that same feedback about your performance. 

That continuous exchange of feedback helps your entire team grow as a unit as well.

You can improve through others’ insights into your work. Honest feedback is fundamental for employee engagement and that should be one of your main priorities as a leader. 

AIM Insights focuses on providing leaders with the right tools and methods to gather feedback and build more engaged teams.

 

Oftentimes, people believe that greatness happens when you are waiting for inspiration to hit you so that you can proceed to take action. 

In reality, a sturdy toolset consists of many processes involving brainstorming, collaboration, and trial and error. Much like conflict resolution, you can refine your methods and learn from yourself, your team, and other professionals. 

Constantly growing your leadership skills is essential, but paying close attention to your leadership failures is crucial to your growth as a leader. 

These are important habits to avoid: 

 

Construction managers often face several challenges in the workplace, as well as outside of it. Whether it’s pulling permits or workplace injuries, there is almost always some form of challenge that they face. However, the following tools are what every construction manager should have to ensure that their day gets easier.

1)     AIM Insights

Human Resources Information Systems are often one of the most useful tools by a manager for a few reasons, including tracking employee data, retaining demographics, and automation of tasks for HR staff.  AIM Insights integrates seamlessly into this, allowing managers to set goals, determine completion, as well as monitor the status of training. AIM Insights is particularly beneficial in the construction space as it leverages a bottom-up approach to helping front-line employees set goals that are safety-focused. Early studies have shown that when employees set their own goals focused on safety, they are much more likely to partake in safety activities.

For example, on a mining site, employees frequently wouldn’t wear goggles because they would fog up, blurring their vision, which is dangerous when drilling. So many employees wouldn’t wear their goggles or only temporarily wear them to appease their boss or senior leadership. Once they started implementing AIM Insights, different employees started proposing safety goals and solutions, and eventually, they were able to find a pair of goggles that were similar to pool goggles where they were close to their eyeballs and they didn’t fog up while still providing safety for their eyes. When the employees participated in the solution versus being told what to do, they were much more likely to follow the safety protocols.

In an industry marked by injury and litigation, tracking the status of training can help prevent both of these. Along with this, managers can earn a people leader certification to help improve their skills. This certification would include executive coaching as well. 

2)     Estimation Software

Contractors will always be asked for one number upfront by a client- how much a project will cost them.  This number is often devised by calculating the cost of all required materials, the cost of pulling permits, and the cost of labor.  The company’s own profit margin may be taken into account as well. Sometimes, creating a quote requires contacting multiple vendors to determine costs. However, this software can automatically request multiple quotes from different vendors at once. Using software can save an estimator hours of time that could then be better served elsewhere. Estimation software also has a lower margin of error than an individual. In addition to this, this type of software can also find where to cut costs as well. Software such as this can evaluate subcontractor bids and compare them to each other, and then to the schedule of the clients. It can then automatically find the most efficient and inexpensive option. Estimation software can also determine procurement timeframes as well, which is much harder to do by hand. 

3)     Cloud Storage

There are a lot of moving parts in creating a project. The two most important individuals in a project are often the Owner and the Manager. These two often have several important decisions to make regarding purchasing materials, assigning staff, and other logistical details. Having this information easily accessible to multiple people at once for both asynchronous and synchronous work can make a massive difference for users.  In addition to that, when determining budgets and expenditures, having multiple people working on a document at the same time can dramatically improve efficiency. Imagine using an online version of a database as opposed to Microsoft Access. Access databases are a great choice, but are limited to only one user being able to access them at a time. An online, cloud-stored database has no such weakness. 

4)     Construction Accounting Software (And an accountant)

The most common practice for accounting is to operate around a period of time. For example, most companies tend to release quarterly or yearly, or maybe even monthly statements. The problem with this for contractors though, is that most jobs have some form of unique input or requirement. They are also perpetually opening and closing projects during the year. 

Consequently, contractors have their own methods of accounting, known as Construction Accounting. This is centered around each project, as opposed to a period of time. Construction Accounting software is better designed to assist with contractors’ specific timelines and schedules, and as such, is a much better fit for them.  This will allow the average project manager to be able to track budgets, assets, and liabilities, while still receiving information pertinent to their industry.  It is important to note that this is not a substitute for finding a CPA. However, it may assist a manager in checking their finances. 

5)     Insurance

All state laws, and some federal laws, require contractors to have a certain amount of insurance.  The following are just examples of what most areas require.

·        General Liability Insurance- This covers bodily injury claims, medical payments, covers any property damage, as well as copyright infringement.

·        Professional Liability Insurance- This covers any financial damages from the services you provide. For example, if a web developer makes a mistake on an e-commerce site, he could be sued for missed sales opportunities. With professional liability, this would be covered.

·        Vehicle and Auto Insurance- This is insurance needed in order to drive or operate vehicles as a form of transportation. This would protect a contractor in the event of a car accident while driving to a site.

·        Inland Marine Insurance – Funnily enough, this does not in fact have anything to do with the sea or ocean. Inland Marine Insurance refers to covering any product, materials, or equipment when transported over land, or warehoused by a third party. This is especially important for project managers who are transporting heavy equipment or materials. Auto Insurance does not cover damage caused to these. However, Inland Marine Insurance will in fact do so.

·        Contractor License Bonds- These are purchased from state licensing boards and are often necessary in order to comply with building codes and are a condition for permits or licensure. 

·        Workers Compensation Insurance- This insurance is similar to General Liability Insurance but can cover gross damages on the worksite. It is far more specialized than general insurance, and typically has higher amounts of coverage.

6)     A Network

                      This is more often the case within construction, rather than general contracting, but most project managers have a network of subcontractors that they will use for each project. This network includes civil engineers, carpenters, masons, plumbers, electricians, and often quite a few other trades. 

                      A powerful network enables managers to have a quality talent pool for any of their upcoming projects and eliminates the need to have to hire and file checks on every contractor they have, saving time down the line. Managers can often get preferred vendor rates from subcontractors in exchange for having them on retainer as well, cutting costs dramatically.  

                      With all of this in hand, a good manager should be able to make the most out of their projects, and will easily be able to succeed at their job. 

As a new manager, it is easy to forget about budget planning. However, don’t assume you don’t have a budget for investing in your team’s growth. Ask your department leader or finance partner if you have employee training, engagement, morale, or a miscellaneous budget line item. The department budget is not often earmarked for this type of spending and HR's companywide program spending.

If your department does not outline employee engagement or growth as budget line items, discover what price point your department lead or finance partner would be willing to invest in solutions to support key business objectives. Typically you will get a rough idea of a range that they would be willing to consider for future proposals. Again, understanding your budget helps you strategically be proactive in how you support your team member's growth equitably. 

Assess the underlying root cause to inform the best investment solution. After identifying the problem, you may be able to leverage a current solution your company already has in place. Not sure where to start? One easy tool I like is asking yourself WHY five times. This tool helps you become curious and review all the data to identify the problem. As a result, you can now quantify the gap you seek to solve to ensure your team's future success. You may need to contact your HR partner or department leaders for additional data.

Now you are ready to write a clear business case that outlines your:

For example, 

If you don’t have enough data to support your expected assumptions, think about how you might implement a trial or beta test of the solution to see the outcomes. Many products have a freemium or trial period that you can utilize as a beta test. If a software download is needed, ensure it aligns with your company’s data policy guidelines. Ensure you have identified your baseline KPI metrics before starting the beta test to compare with the results. If there is a significant positive change, your business case is now stronger!

The AIM Insights People Leader Certification is a great way to boost your performance as a leader and distinguish yourself from other leaders as you seek promotion. The AIM Insights People Leader Certification gathers feedback from your direct reports and provides executive coaching to guide you as you improve your team’s performance. The Certification showcases that you are not only a leader that drives results, but that you care personally about your direct reports’ well-being and ability to thrive. 

The AIM Insights People Leader Certification is the only management certification that both teaches and evaluates a leader's ability to impact their team over time. The AIM Insights People Leader Certification program is for managers who strive to become elite and grow to more senior roles in their careers.

Some of the core benefits of becoming AIM Insights People Leader Certified:

·        Highlight to your senior leadership why you should be promoted

·        Show prospective employers why you are a great leader of people

·        Compare your leadership score to other leaders

·        Evaluate how your leadership is impacting the quantitative output of your team paired with the qualitative sentiment of working for you as a leader

·        Distinguish yourself as an incredible people leader from others vying for similar opportunities as you

1.      Create an account and add your direct reports to your team

2.      AIM Insights prompts your direct reports to complete monthly assessments to better understand their sentiment about the work they are doing and the quantitative tasks they are focused on

3.      Managers receive executive coaching every month based on the results shared in the assessment

4.      After applying the advice given by the executive coach, managers can observe their team’s improvement in both sentiment and productivity over time

Yes. And unlock traditional certifications which certify people based on time and exam completion (typically based on rote memorization), the AIM Insights People Leader Certification levels are determined based on your team’s scores over time.

Timeline: First 6 cycles (typically 6 months) in AIM Insights - can be retried over the next 6 months if unsuccessful

Timeline: First 12 cycles (typically 12 months) in AIM Insights

·        60% of Goals were rated as SMART

·        60% of Goals were rated as relevant to team goals

·        60% of Goals were rated as medium or high impact

·        A minimum SMART Impact Score above 25 for each direct report

·        An average sentiment score of 75% or higher in all categories or at least 80% in 3 categories

·        75% of Goals were rated as SMART

·        75% of Goals were rated as relevant to team goals

·        75% of Goals were rated as medium or high impact

·        A minimum SMART Impact Score above 30 for each direct report

·        An average sentiment score of 85% or higher in all categories or at least 90% in 3 categories

Ø  Understand how your performance as a leader compares to other leaders

Ø  Leverage this data (and certification) as a basis for negotiating a bonus, raise, or promotion

Ø  Gain insight into why certain team members are performing better than others

Ø  Receive executive coaching guidance to help you gain certification

Ø  Showcase your certification to prospective employers and on LinkedIn

Ø  Distinguish yourself as an incredible people leader from others vying for similar opportunities as you

Receive monthly executive coaching based on your team’s scores so you can adjust your leadership style to best drive your team’s results.

Closing the perception gap between what you think of your direct reports and what they think of themselves is critical to helping you understand where you need to create clarity for your direct reports.

Giving you insight into what your direct reports think they need to be focused on can help you alter and adjust your direct reports' paths so your team doesn't waste time via miscommunication.

The goals report also helps you overcome subjectivity and recency bias when reviewing your direct reports because you will have a full understanding of everything your team has been working on over the time period being reviewed.

Providing you access to skip-level teams down through your organizational unit can help you pinpoint where challenges might be existing and on which specific teams.

Guiding you with your 1:1s with your direct reports is a core component of AIM Insights and one of the biggest benefits the certification process provides is guiding you on how to have an effective 1:1 and what questions to ask each direct report based on each direct report's circumstances.

Learn what drives you at work as well as your direct reports so you can better understand your unconscious bias as a leader and craft a leadership strategy based on what drives each of your direct reports.

Schedule an interview with our team to see if you qualify to become certified.

If you are accepted, you will be prompted to get started using the AIM Insights Tool with your team and begin the certification process.

AIM Insights will remind your direct reports every month to complete a survey on your behalf. As their scores come in every month, it will inform us if you are or are not on track to receive your certification - your assigned executive coach will walk you through how to improve your scores every month.

There are no limits to the number of direct reports using the tool.

AIM Insights provides unlimited email executive coaching guidance and monthly coaching videos customized for you from executive coaches

Yes, every 6 months after certification you will have your team re-assessed and every 3 years you will have to complete a new recertification to stay up to date - or you can keep using the tool on a monthly or quarterly basis.

Yes, you can re-certify as much as you would like to try and boost your scores.

Most managers and companies tend to prioritize results and goals over other aspects of the work like team chemistry or organizational citizenship. Generally, direct reports assume the role of a vital cog in this process. However, when direct reports fail to meet expectations, it can result in a lot of work for their peers, as well as their managers. Consequently, the first step a manager will take is often a reprimand followed by termination.

            Firstly, the most important aspect of terminating, or firing an employee, is that a replacement worker must be found. Sometimes, a manager can get lucky and find a good candidate in-house, but the majority of times, they need to go through the entire hiring process once more.  

The hiring process includes posting an advertisement, reading through applications, scheduling and hosting interviews, conducting background checks, validating certifications, and on top of that, an onboarding process. In addition to that, the former employee will typically receive some form of a severance package with the parting of ways.  Termination also eats up time with exit interviews, appeals, and potential litigation as a result of unlawful termination claims. 

All in all, terminations can be very expensive for time and money. But how else should a manager deal with an employee who isn’t necessarily living up to the expectations held of them?  There are typically a few options.

As with many other discrepancies within the workplace, communicating with an employee can often result in finding the source of the problem. Oftentimes, people have personal baggage that may make its way within the workplace. In addition to baggage, worker stress is a very real phenomenon. In most circumstances, bad employees aren’t intentionally bad employees, they just made decisions that negatively impacted the business and didn’t have anyone to bounce the idea of logic off of before acting.

Signs of worker stress include the following:

·       Reclusive Behavior- This does not include introverted behavior, but rather the contrast between this and previous behavior.

·       Change in  Body Language- This once again, does not necessarily mean introverted behavior,  but rather withdrawn activity, slumps, and similar posture.

·       Personality Clashes- When someone is in distress or dealing with trauma, they may lash out at other people, or attempt to withhold their grief. 

·       Change in Productivity- Trauma survivors tend to have harsh changes in how much work they can accomplish.

One thing to take note of is that these are often signs of distress within most areas, but are often better exposed within the workplace. If a manager notices that one of their direct reports undergoes a sudden change in attitude, while also displaying signs of anxiety or depression, it may be best to have a 1:1 with them. Being empathetic will often yield much greater results than being confrontational within this 1:1. Understand that it takes a significant amount of trauma for a person to have changed a significant amount. 

A good example of this would be from one of my jobs while in high school, which was the role of a swim coach. I was a member of a team of 7, with shifts assigned to us by our aquatics director each week, and sometimes also by our camp director. We continued in this way for two to three years, and then all of a sudden, we were either missing pay, not getting our names on the schedule, or worst of all, not receiving a schedule whatsoever. We ended up complaining to our director since it appeared that our camp director was not fulfilling her job requirements, and as a result, damaging our financial abilities with no regard for or time. 

Our boss was a very thorough individual and was able to have a healthy conversation with our camp director, out of concern for her performance, as well as her well-being. It had turned out that she had not only lost her father the previous week but had also been given additional responsibilities by the overall site director. With no other relatives, she alone was in charge of managing all probate-related duties and processes, but also organizing funeral details and bills. All in all, she was completely overwhelmed. 

Now, in worse managed work environments, this camp director, despite boasting over 15 years of experience in the field, would’ve been terminated. However, our boss knew her potential, and that this was a life-changing period of time for her. Therefore, he took on additional responsibilities and gave her as much time off as she needed. About a month later, she came back and was able to not only resume her original responsibilities but also that of her new position, to much more success. 

The moral of this story is that being empathetic is well-advised. Proper communication with direct reports is not only better for workplace relationships, but also ideal for difficult situations such as this. Providing accommodations for workers can eliminate the need for a replacement process.

While there are often employees who are undergoing significant personal situations, some employees may be unaccustomed to their new workloads, and responsibilities, or just find the material difficult. In this case, it is the manager’s responsibility and duty to try to assist these individuals. 

Using an impartial process can often help employees who are struggling. These are often known as Performance Improvement Plans or PIPs. The one problem with these is that they are often viewed extremely negatively, and often as a pathway to termination. Rather than giving strong targets that must be hit in order to maintain a job, managers should give fluid and flexible objectives that will not only allow for more success, but also for employee education and improvement. Using a device such as AIM Insights can also allow for a manager to have greater ease checking what goals have been met, along with more aggregated data about these goals, such as percent of goals achieved, and similar functions.

No manager should want to terminate an employee but may feel pressure to do so. While termination may still be required, it is best to approach these situations with empathy, and attempt to solve the problem in-house without resorting to this step.

When a company has a direct report that isn’t necessarily meeting expectations, its managers generally take action. This is not an unreasonable process, since a direct report that isn’t performing can cause complications for the rest of the team members. One of the most frequent actions taken by a manager, or potentially even Human Resources, is what is known as a Performance Improvement Plan, or a PIP. 

               The main goal of a Performance Improvement Plan is to correct an employee’s issues that management has grievances with. At least, that’s how they are perceived on paper. In actuality, PIPs are often used as a way to either remove responsibilities from a direct report or as a way to force an employee to quit of their own volition, thereby attempting to negate the need for unemployment. According to Lawyer Mike Carey, a Connecticut-based employment law attorney, only 5% to 10% of employees stay with a company after starting a PIP. 

               In many workplaces, leaders view a PIP as a “gateway” to getting that person off the team.

               There are several problems with PIPs:

·        PIPs provide no formal legal protection- Employees under a PIP can still choose to go to litigation for wrongful termination or a hostile work environment. 

·        PIPs often cause additional work for team members- PIPs often mean that employees have reduced responsibilities to display improvement and competence, which often means that their removed responsibilities are passed along to their peers.

·        PIPs require a large amount of maintenance and supervision- A properly set up PIP with a responsible and empathetic manager requires near-constant communication and monitoring, which not only burns time but also can be overwhelming for the employee.

               The modern-day definition of the Performance Improvement Plan, as stated above, is not sustainable, and overall, just doesn’t benefit employees or employers in any way.  However, a modified format of this plan can work but will be strongly dependent on how willing a manager is to assist the employee. 

               The first step of a PIP should be to determine if it is even a good idea to implement or attempt to start. 

1)      Is termination the end goal? Or is the employee too good of a potential asset to consider terminating? Depending on a manager’s answers to these questions, a PIP may not be appropriate. The goal of a Performance Improvement Plan is to Improve employee performance, not intimidate them out of a position. If a manager is already dead-set on terminating an employee, it is better to do so than to attempt to not only patch this relationship and try to repair preconceived opinions. 

2)      Certain issues are better handled with a formal structured plan, while others will not benefit from that. If a direct report is having trouble with meeting deadlines, or similar performance issues, a performance improvement plan will be a good option. However, if they are encountering disciplinary issues, such as fighting with other staff, or insubordination, an improvement plan would not be the best option.

3)      Empathy can go a long way in regard to staff not necessarily meeting expectations. If a manager notices that one of their direct reports undergoes a sudden change in attitude, while also displaying signs of anxiety or depression, it may be best to have a 1:1 with them. Employees have personal lives as well, and issues can easily trickle over from the personal to professional realms. Managers should use this 1:1 to see if there are any underlying factors or circumstances that may have caused this decrease in quality from their subordinates.

               When setting up a performance improvement plan, a manager should be straight to the point with their direct reports. This conversation should include the following aspects:

·        Who- This refers to not only who will be undergoing this performance improvement plan, but also to whom they will report, as well as a contact for them within Human Resources.

·        What- This will include information such as what a performance improvement plan is since most direct reports will have a different outlook on PIPs in comparison to management.

·        Why- This will generally entail an explanation as to why the employee is being forced to undergo this PIP.  This explanation should include quantitative data, such as how often work was handed in after a deadline or a percentage of tasks that they have done that were deemed incomplete or lacking.

·        How- This would include what would be known as the “Terms and Conditions.” This will be further expanded on, but in short, the Terms and Conditions include what an employee will be required to do as part of their improvement plan. In addition to this, the terms should explicitly go into detail about what will happen if further expectations aren’t met. This is most often termination. While termination is not the desired outcome of a PIP, it is still a potential outcome, and often an option after this process.

               The goal of a PIP is once again, to improve an employee’s performance, and help them either learn new skills or rectify previously known misconstructions. Therefore, a set of goals should be set for this employee to attempt. Similar to the goals that a manager should have, these should all be SMART Goals. As a note of reference, SMART Goals are designated as Specific, Measurable, Attainable, Relevant, and Time-Bound.

·        Specific allows a manager to put more explicit details on their goals, such as what they may pertain to.

·        Measurable means that there is a quantitative element to the goal

·        Attainable means that these goals are actually possible to do

·        Relevant refers to how the goal relates to company goals and mindsets

·        Time-Bound means that there is a chronological element to the goal

Here are some examples of goals that can be proposed to prospective PIP targets.

·        Employee A must have a task competition rate of at least 75% over the next three weeks

·        Employee F must conclude 85% of their training modules within the next 2 weeks

·        Employee must increase their customer conversion rate to at least 5 customers per week by the start of next month. 

One great way to measure and track these goals you are measuring with an employee you have put on a performance improvement plan is with AIM Insights.

With this advice, a manager should be able to start, create, and implement a PIP. These can be difficult to follow through with but will help not only the company but also the employee.